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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Medford, MA • United States

200 Technology Square, Cambridge, MA 02139-3578 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Forget Me Not Gardens, Llc. Lake Mary FL 05/2012 01/2019
Dws Flooring Llc Longwood FL 06/2016 06/2018
Student Orlando FL 01/2007 12/2018
Axa Advisors, Llc New York NY 02/2019 05/2020
Fidelity Brokerage Services Llc Boston MA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → 01/2019
    Forget Me Not Gardens, Llc.
    Lake Mary, FL
  • 06/2016 → 06/2018
    Dws Flooring Llc
    Longwood, FL
  • 01/2007 → 12/2018
    Student
    Orlando, FL
  • 02/2019 → 05/2020
    Axa Advisors, Llc
    New York, NY
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2020-03-10 → 2020-05-15
    Sanford, FL
    Orlando, FL
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-04
  • S66 Uniform Combined State Law Examination
    2020-03-04
Other Names
  • Kyle Bokuniewicz
  • Kyle William Bokuniewicz

View on SEC IAPD

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