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Luke Upright

Strategic Advisers LLC

Covington, KY

Crescent Springs, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-04-28
TX RA APPROVED 2026-04-28
  • KY RA
    APPROVED
    Since 2026-04-28
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Crescent Springs, KY • 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
Home Depot Highlands Ranch CO 10/2020 08/2024
Western & Southern Life Fort Wright KY 09/2024 03/2025
Unemployed Independence KY 08/2024 09/2024
Unemployed Highlands Ranch CO 05/2019 08/2019
W&S Brokerage Services Inc. Fort Wright CO 09/2024 03/2025
Fidelity Investments Covington KY 02/2026 Present
Huntington National Bank Cincinnati OH 03/2025 01/2026
Thomas More University Crestview Hills KY 08/2023 05/2024
Mountain Vista High School Highlands Ranch CO 08/2019 05/2023
Ben Franklin Academy Highlands Ranch CO 09/2011 05/2019
  • 10/2020 → 08/2024
    Home Depot
    Highlands Ranch, CO
  • 09/2024 → 03/2025
    Western & Southern Life
    Fort Wright, KY
  • 08/2024 → 09/2024
    Unemployed
    Independence, KY
  • 05/2019 → 08/2019
    Unemployed
    Highlands Ranch, CO
  • 09/2024 → 03/2025
    W&S Brokerage Services Inc.
    Fort Wright, CO
  • 02/2026 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → 01/2026
    Huntington National Bank
    Cincinnati, OH
  • 08/2023 → 05/2024
    Thomas More University
    Crestview Hills, KY
  • 08/2019 → 05/2023
    Mountain Vista High School
    Highlands Ranch, CO
  • 09/2011 → 05/2019
    Ben Franklin Academy
    Highlands Ranch, CO
Other Businesses

OBA-131739|OrgNmn:Cincinnati Church of Christ|Org Addr:Deer Park,Ohio,US|OBA Nature:Non-denominational Church|Invst Rel:N|Title:Teen Leader|Duties:I volunteer as a teen minister/leader. Teaching devotionals, organizing events, meeting with teens, etc.|StrtDt:06-01-26|TotHrs/mon:10|TrdHrs/mon:0|OBA-127139|OrgNmn:Upright Holdings LLC|Org Addr:Elsmere,Kentucky,US|OBA Nature:Residental rental properties|Invst Rel:Y|Title:Owner|Duties:landlord|StrtDt:05-01-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-22
S63 Uniform Securities Agent State Law Examination 2025-01-13
  • S66 Uniform Combined State Law Examination
    2026-04-22
  • S63 Uniform Securities Agent State Law Examination
    2025-01-13

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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