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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
OH RA APPROVED 2025-10-24
  • TX RA
    APPROVED
    Since 2026-04-10
  • OH RA
    APPROVED
    Since 2025-10-24

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
Target Cincinnati OH 11/2019 04/2020
Intelycare Quincy MA 12/2020 07/2022
Bethany Lutheran Village Centerville OH 12/2017 11/2019
Fidelity Investments Cincinnati OH 09/2022 Present
Stay At Home Mom Cincinnati OH 07/2022 09/2022
Dayspring Skilled Nursing Facility Fairborn OH 09/2016 09/2018
Brookwood Retirement Community Cincinnati OH 04/2020 03/2021
Heritagespring Skilled Nursing Facility West Chester OH 07/2016 09/2016
  • 11/2019 → 04/2020
    Target
    Cincinnati, OH
  • 12/2020 → 07/2022
    Intelycare
    Quincy, MA
  • 12/2017 → 11/2019
    Bethany Lutheran Village
    Centerville, OH
  • 09/2022 → Present
    Fidelity Investments
    Cincinnati, OH
  • 07/2022 → 09/2022
    Stay At Home Mom
    Cincinnati, OH
  • 09/2016 → 09/2018
    Dayspring Skilled Nursing Facility
    Fairborn, OH
  • 04/2020 → 03/2021
    Brookwood Retirement Community
    Cincinnati, OH
  • 07/2016 → 09/2016
    Heritagespring Skilled Nursing Facility
    West Chester, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22

View on SEC IAPD

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