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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Lombard, IL • 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
Fidelity Brokerage Services, Llc Covington OH 11/2019 Present
Adp Florence KY 11/2017 09/2019
Ohio University Athens OH 08/2012 12/2016
Arnold J. Eisenberg, Inc Beachwood OH 01/2017 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → Present
    Fidelity Brokerage Services, Llc
    Covington, OH
  • 11/2017 → 09/2019
    Adp
    Florence, KY
  • 08/2012 → 12/2016
    Ohio University
    Athens, OH
  • 01/2017 → 11/2017
    Arnold J. Eisenberg, Inc
    Beachwood, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-13
S63 Uniform Securities Agent State Law Examination 2020-02-14
  • S66 Uniform Combined State Law Examination
    2020-11-13
  • S63 Uniform Securities Agent State Law Examination
    2020-02-14
Other Names
  • Turner Paul Carvin
  • Turner Carvin

View on SEC IAPD

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