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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-29
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Cincinnati, OH • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 06/2019 01/2020
Fidelity Investments Cincinnati OH 03/2024 Present
Unemployed Cincinnati OH 03/2019 06/2019
Ohio University Athens OH 08/2013 12/2017
Homeside Financial Llc / Lower.COm Llc New Albany OH 11/2017 03/2019
Unemployed Cincinnati OH 01/2020 04/2020
Amazon Cincinnati OH 04/2020 06/2020
Heyman Talent Cincinnati OH 09/2023 03/2024
Union Savings Bank Cincinnati OH 06/2020 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 01/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cincinnati, OH
  • 03/2024 → Present
    Fidelity Investments
    Cincinnati, OH
  • 03/2019 → 06/2019
    Unemployed
    Cincinnati, OH
  • 08/2013 → 12/2017
    Ohio University
    Athens, OH
  • 11/2017 → 03/2019
    Homeside Financial Llc / Lower.COm Llc
    New Albany, OH
  • 01/2020 → 04/2020
    Unemployed
    Cincinnati, OH
  • 04/2020 → 06/2020
    Amazon
    Cincinnati, OH
  • 09/2023 → 03/2024
    Heyman Talent
    Cincinnati, OH
  • 06/2020 → 02/2024
    Union Savings Bank
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Loveland, OH
Other Businesses

OBA-113317|OrgNmn:Heyman Talent Artist Agency|Org Addr:Cincinnati,Ohio,US|OBA Nature:Artist Agency - Acting|Invst Rel:N|Title:Employee|Duties:Acting|StrtDt:09-28-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-01-08
Other Names
  • Alexander R Tomblin
  • Alexander Tomblin

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