Daniel P. Mcwhorter

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-10-27
TX	RA	APPROVED	2025-10-27

KY RA
APPROVED

Since 2025-10-27
TX RA
APPROVED

Since 2025-10-27

Branch Locations

Hebron, 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

Organization	City	State	From	To
Kona Ice Inc	Florence	KY	06/2019	08/2019
Unemployed	Hebron	KY	04/2000	06/2019
Unemployed	Hebron	KY	10/2024	04/2025
Coney Island Inc	Cincinnati	OH	08/2021	08/2021
Fidelity Investments	Covington	KY	05/2025	Present
Student	Richmond	KY	08/2021	04/2022
Penske Truck Leasing	Erlanger	KY	04/2022	10/2023
Penske Truck Leasing	Loveland	CO	10/2023	10/2024
Student	Richmond	KY	08/2019	08/2021

06/2019 → 08/2019

Kona Ice Inc

Florence, KY
04/2000 → 06/2019

Unemployed

Hebron, KY
10/2024 → 04/2025

Unemployed

Hebron, KY
08/2021 → 08/2021

Coney Island Inc

Cincinnati, OH
05/2025 → Present

Fidelity Investments

Covington, KY
08/2021 → 04/2022

Student

Richmond, KY
04/2022 → 10/2023

Penske Truck Leasing

Erlanger, KY
10/2023 → 10/2024

Penske Truck Leasing

Loveland, CO
08/2019 → 08/2021

Student

Richmond, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-17

S66 Uniform Combined State Law Examination

2025-10-17

Other Names

Daniel Mcwhorter

View on SEC IAPD

More in Hebron, KY

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor