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William J. Rhodes

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-30
OH RA APPROVED 2026-06-30
TX RA APPROVED 2026-06-30
  • KY RA
    APPROVED
    Since 2026-06-30
  • OH RA
    APPROVED
    Since 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • 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
Urban Meyers Pint House Dublin OH 05/2021 09/2023
Unemployed Springboro OH 04/2001 08/2017
Fidelity Investments Covington KY 08/2024 Present
J Alexanders Centerville OH 08/2017 05/2021
Fifth Third Bank Hilliard OH 09/2023 08/2024
The Ohio State University Columbus OH 08/2019 05/2023
Springboro High School Springboro OH 08/2015 05/2019
  • 05/2021 → 09/2023
    Urban Meyers Pint House
    Dublin, OH
  • 04/2001 → 08/2017
    Unemployed
    Springboro, OH
  • 08/2024 → Present
    Fidelity Investments
    Covington, KY
  • 08/2017 → 05/2021
    J Alexanders
    Centerville, OH
  • 09/2023 → 08/2024
    Fifth Third Bank
    Hilliard, OH
  • 08/2019 → 05/2023
    The Ohio State University
    Columbus, OH
  • 08/2015 → 05/2019
    Springboro High School
    Springboro, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
S63 Uniform Securities Agent State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2026-06-29
  • S63 Uniform Securities Agent State Law Examination
    2024-11-11
Other Names
  • William J Rhodes
  • William Rhodes

View on SEC IAPD

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