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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-07-23
TX RA APPROVED 2025-07-23
  • KY RA
    APPROVED
    Since 2025-07-23
  • TX RA
    APPROVED
    Since 2025-07-23

Branch Locations

Covington, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Tsc Apparel Blue Ash OH 03/2019 12/2021
Fidelity Investments Covington KY 02/2025 Present
Tql Erlanger KY 08/2016 02/2017
On Par Delivery & Logistics Florence KY 11/2024 02/2025
Unemployed Covington KY 02/2017 03/2019
Aquarius Professional Staffing Cincinnati OH 04/2022 08/2024
Unemployed Covington KY 08/2024 11/2024
Unemployed Cincinnati OH 12/2021 04/2022
  • 03/2019 → 12/2021
    Tsc Apparel
    Blue Ash, OH
  • 02/2025 → Present
    Fidelity Investments
    Covington, KY
  • 08/2016 → 02/2017
    Tql
    Erlanger, KY
  • 11/2024 → 02/2025
    On Par Delivery & Logistics
    Florence, KY
  • 02/2017 → 03/2019
    Unemployed
    Covington, KY
  • 04/2022 → 08/2024
    Aquarius Professional Staffing
    Cincinnati, OH
  • 08/2024 → 11/2024
    Unemployed
    Covington, KY
  • 12/2021 → 04/2022
    Unemployed
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-14
  • S66 Uniform Combined State Law Examination
    2025-07-14

View on SEC IAPD

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