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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

20465 Exchange St, Ashburn, VA 20147-5940 • United States

Leesburg, VA • 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
Edward Jones St Louis MO 02/2019 02/2022
West Virginia Wesleyan College Buckhannon WV 09/2015 05/2017
Unemployed Hurricane WV 05/2017 08/2017
Student Washington, D.C. DC 08/2017 07/2018
Unemployed Hurricane WV 07/2018 02/2019
Fidelity Investments Lansdowne VA 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 02/2022
    St Louis, MO
  • 09/2015 → 05/2017
    West Virginia Wesleyan College
    Buckhannon, WV
  • 05/2017 → 08/2017
    Unemployed
    Hurricane, WV
  • 08/2017 → 07/2018
    Student
    Washington, D.C., DC
  • 07/2018 → 02/2019
    Unemployed
    Hurricane, WV
  • 02/2022 → Present
    Fidelity Investments
    Lansdowne, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lansdowne, VA
  • 2019-04-25 → 2022-02-23
    Hurricane, WV
    St Louis, MO
    Tempe, AZ
    Maryland Heights, MO
    Leesburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-23
  • S66 Uniform Combined State Law Examination
    2019-04-23
Other Names
  • Luke Daniel Cullen

View on SEC IAPD

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