Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-08-13
TX RA APPROVED 2025-08-13
  • KY RA
    APPROVED
    Since 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

Newport, 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
Campbell Co School District Newport KY 10/2024 03/2025
Fidelity Investments Covington KY 04/2025 Present
Cellular Sales San Luis Obispo CA 10/2010 09/2024
White Horse Freight Fort Mitchell KY 09/2024 10/2024
  • 10/2024 → 03/2025
    Campbell Co School District
    Newport, KY
  • 04/2025 → Present
    Fidelity Investments
    Covington, KY
  • 10/2010 → 09/2024
    Cellular Sales
    San Luis Obispo, CA
  • 09/2024 → 10/2024
    White Horse Freight
    Fort Mitchell, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
  • S66 Uniform Combined State Law Examination
    2025-08-04

View on SEC IAPD

More in Newport, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor