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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Lawrenceville, GA • 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
Raymond James And Associates Sandy Springs GA 02/2019 09/2020
Bellhops Moving Company Atlanta GA 05/2015 01/2019
Reinhardt Universtiy Waleska GA 07/2017 09/2018
University Of Virginia Charlottesville VA 07/2013 05/2017
Reinhardt University Waleska GA 07/2017 04/2019
Trinity Irish Pub Charlottesville GA 03/2015 04/2017
Lpl Financial, Llc Atlanta GA 10/2020 03/2021
Teknique Wrestling Suwanee GA 09/2019 04/2021
Ifg Advisory, Llc Atlanta GA 10/2020 03/2021
Fidelity Investments Doravile GA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 09/2020
    Raymond James And Associates
    Sandy Springs, GA
  • 05/2015 → 01/2019
    Bellhops Moving Company
    Atlanta, GA
  • 07/2017 → 09/2018
    Reinhardt Universtiy
    Waleska, GA
  • 07/2013 → 05/2017
    University Of Virginia
    Charlottesville, VA
  • 07/2017 → 04/2019
    Reinhardt University
    Waleska, GA
  • 03/2015 → 04/2017
    Trinity Irish Pub
    Charlottesville, GA
  • 10/2020 → 03/2021
    Atlanta, GA
  • 09/2019 → 04/2021
    Teknique Wrestling
    Suwanee, GA
  • 10/2020 → 03/2021
    Ifg Advisory, Llc
    Atlanta, GA
  • 04/2021 → Present
    Fidelity Investments
    Doravile, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-59218|OrgNmn:Teknique Wrestling |Org Addr:Suwanee,Georgia,US|OBA Nature:Coaching|Invst Rel:N|Title:Coach|Duties:Coaching athletes 2-3 times per week.|StrtDt:09-03-19|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-26
S63 Uniform Securities Agent State Law Examination 2019-05-16
  • S65 Uniform Investment Adviser Law Examination
    2019-06-26
  • S63 Uniform Securities Agent State Law Examination
    2019-05-16
Other Names
  • Tyler Heath Askey

View on SEC IAPD

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