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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-21
KY RA APPROVED 2025-07-18
TX RA APPROVED 2025-07-18
  • OH RA
    APPROVED
    Since 2025-07-21
  • KY RA
    APPROVED
    Since 2025-07-18
  • TX RA
    APPROVED
    Since 2025-07-18

Branch Locations

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

West Chester, 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
Unemployed Mt Healthy OH 11/2019 02/2020
Mercy West Hospital Cincinnati OH 02/2017 11/2018
Crossroads Hospice And Palliative Care Blue Ash OH 10/2023 02/2025
Optum Eden Prairie MN 11/2018 11/2019
The Urology Group Norwood OH 04/2021 10/2023
Unemployed Mt Healthy OH 09/2016 02/2017
Alternate Solutions Home Care Cincinnati OH 09/2020 04/2021
Trihealth Hospital Group Cincinnati OH 02/2020 06/2020
Unemployed Mt Healthy OH 06/2020 09/2020
Fidelity Investments Covington KY 03/2025 Present
Trinity Staffing Group Omaha NE 06/2016 09/2016
  • 11/2019 → 02/2020
    Unemployed
    Mt Healthy, OH
  • 02/2017 → 11/2018
    Mercy West Hospital
    Cincinnati, OH
  • 10/2023 → 02/2025
    Crossroads Hospice And Palliative Care
    Blue Ash, OH
  • 11/2018 → 11/2019
    Optum
    Eden Prairie, MN
  • 04/2021 → 10/2023
    The Urology Group
    Norwood, OH
  • 09/2016 → 02/2017
    Unemployed
    Mt Healthy, OH
  • 09/2020 → 04/2021
    Alternate Solutions Home Care
    Cincinnati, OH
  • 02/2020 → 06/2020
    Trihealth Hospital Group
    Cincinnati, OH
  • 06/2020 → 09/2020
    Unemployed
    Mt Healthy, OH
  • 03/2025 → Present
    Fidelity Investments
    Covington, KY
  • 06/2016 → 09/2016
    Trinity Staffing Group
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-14
  • S66 Uniform Combined State Law Examination
    2025-07-14
Other Names
  • Jose Molinuevo

View on SEC IAPD

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