Joshua Cummings

Strategic Advisers LLC

Fuquay Varina, NC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Fuquay Varina, NC • 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

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	06/2020	Present
Northwestern Mutual	Raleigh	NC	09/2019	04/2020
North Carolina State University	Raleigh	NC	08/2016	05/2020
North Carolina State University	Raleigh	NC	06/2018	06/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2020 → Present

Fidelity Investments

Jacksonville, FL
09/2019 → 04/2020

Northwestern Mutual

Raleigh, NC
08/2016 → 05/2020

North Carolina State University

Raleigh, NC
06/2018 → 06/2018

North Carolina State University

Raleigh, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-03-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Germantown, TN

Durham, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-28
S63	Uniform Securities Agent State Law Examination	2020-12-17

S65 Uniform Investment Adviser Law Examination

2023-02-28
S63 Uniform Securities Agent State Law Examination

2020-12-17

Other Names

Joshua Grant Cummings
Joshua Cummings

View on SEC IAPD

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