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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denver, NC • United States

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • 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
Cyclebar Cornelius NC 03/2018 07/2018
Rockbox Huntersville NC 06/2018 03/2019
Herbalife Cornelius NC 06/2018 03/2019
University Of North Carolina At Charlotte Recreational Services Charlotte NC 04/2017 05/2018
Fidelity Brokerage Services Huntersville NC 06/2019 Present
In College-- Unemployed Charlotte NC 09/2015 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 07/2018
    Cyclebar
    Cornelius, NC
  • 06/2018 → 03/2019
    Rockbox
    Huntersville, NC
  • 06/2018 → 03/2019
    Herbalife
    Cornelius, NC
  • 04/2017 → 05/2018
    University Of North Carolina At Charlotte Recreational Services
    Charlotte, NC
  • 06/2019 → Present
    Fidelity Brokerage Services
    Huntersville, NC
  • 09/2015 → 03/2017
    In College-- Unemployed
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntersville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-13
  • S66 Uniform Combined State Law Examination
    2019-11-13
Other Names
  • Krista K Cook
  • Krista Kaylin Cook
  • Krista K Icenhour

View on SEC IAPD

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