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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-17
OH RA APPROVED 2025-11-17
TX RA APPROVED 2025-11-17
  • KY RA
    APPROVED
    Since 2025-11-17
  • OH RA
    APPROVED
    Since 2025-11-17
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

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

Cincinnati, 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
Pnc Bank Columbus OH 02/2023 11/2023
Penn Foster High School Scranton PA 07/2015 06/2017
Global Employment Solutions Dublin OH 06/2020 06/2020
Sbl Enterprises Llc Dublin OH 10/2021 01/2022
Kaiser Permanente Rockville MD 05/2018 08/2018
Unemployed Phoenix AZ 12/2022 02/2023
Arizona State University Tempe AZ 01/2022 05/2022
Lincoln Financial Group Phoenix AZ 05/2022 12/2022
Technical Property Services, Inc. Washington DC 06/2017 06/2020
Keybank Cincinnati OH 11/2023 07/2025
Arizona State University Tempe AZ 06/2020 10/2021
Fidelity Investments Covington KY 08/2025 Present
  • 02/2023 → 11/2023
    Pnc Bank
    Columbus, OH
  • 07/2015 → 06/2017
    Penn Foster High School
    Scranton, PA
  • 06/2020 → 06/2020
    Global Employment Solutions
    Dublin, OH
  • 10/2021 → 01/2022
    Sbl Enterprises Llc
    Dublin, OH
  • 05/2018 → 08/2018
    Kaiser Permanente
    Rockville, MD
  • 12/2022 → 02/2023
    Unemployed
    Phoenix, AZ
  • 01/2022 → 05/2022
    Arizona State University
    Tempe, AZ
  • 05/2022 → 12/2022
    Lincoln Financial Group
    Phoenix, AZ
  • 06/2017 → 06/2020
    Technical Property Services, Inc.
    Washington, DC
  • 11/2023 → 07/2025
    Keybank
    Cincinnati, OH
  • 06/2020 → 10/2021
    Arizona State University
    Tempe, AZ
  • 08/2025 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-07
S63 Uniform Securities Agent State Law Examination 2025-06-18
  • S66 Uniform Combined State Law Examination
    2025-11-07
  • S63 Uniform Securities Agent State Law Examination
    2025-06-18
Other Names
  • Michael Collins

View on SEC IAPD

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