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Shannon Purkiss

Strategic Advisers LLC

Covington, KY

Edgewood, 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 2026-05-19
TX RA APPROVED 2026-05-19
  • KY RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19

Branch Locations

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

Edgewood, 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
Better Bodies Fitness Ky KY 04/2016 12/2019
Tavern Restaurant Group Oh OH 04/2016 02/2024
Shannon Purkiss Dba Gearupmarketing Ky KY 01/2015 01/2025
Fidelity Investments Covington KY 02/2025 Present
  • 04/2016 → 12/2019
    Better Bodies Fitness
    Ky, KY
  • 04/2016 → 02/2024
    Tavern Restaurant Group
    Oh, OH
  • 01/2015 → 01/2025
    Shannon Purkiss Dba Gearupmarketing
    Ky, KY
  • 02/2025 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2025-05-23
  • S66 Uniform Combined State Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2025-05-23
Other Names
  • Shannon Michele Hogg
  • Shannon Michele Maxwell

View on SEC IAPD

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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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