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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-11
KY RA APPROVED 2025-10-10
TX RA APPROVED 2025-10-10
  • OH RA
    APPROVED
    Since 2025-10-11
  • KY RA
    APPROVED
    Since 2025-10-10
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

Cincinnati, OH • 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
Planet Fitness Midwest Cincinnati OH 11/2021 06/2022
Arby'S Cincinnati OH 11/2018 11/2020
Fidelity Investments Covington KY 05/2025 Present
Planet Fitness Midwest Cincinnati OH 09/2022 05/2023
Provest Cincinnati OH 06/2023 09/2023
Unemployed Cincinnati OH 10/2023 04/2025
Panda Express Cincinnati OH 03/2021 06/2021
Hobby Lobby Cincinnati OH 09/2021 11/2021
Unemployed Cincinnati OH 05/2015 10/2018
Unemployed Cincinnati OH 12/2020 02/2021
Unemployed Cincinnati OH 06/2021 09/2021
  • 11/2021 → 06/2022
    Planet Fitness Midwest
    Cincinnati, OH
  • 11/2018 → 11/2020
    Arby'S
    Cincinnati, OH
  • 05/2025 → Present
    Fidelity Investments
    Covington, KY
  • 09/2022 → 05/2023
    Planet Fitness Midwest
    Cincinnati, OH
  • 06/2023 → 09/2023
    Provest
    Cincinnati, OH
  • 10/2023 → 04/2025
    Unemployed
    Cincinnati, OH
  • 03/2021 → 06/2021
    Panda Express
    Cincinnati, OH
  • 09/2021 → 11/2021
    Hobby Lobby
    Cincinnati, OH
  • 05/2015 → 10/2018
    Unemployed
    Cincinnati, OH
  • 12/2020 → 02/2021
    Unemployed
    Cincinnati, OH
  • 06/2021 → 09/2021
    Unemployed
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15

View on SEC IAPD

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