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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Katy, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • 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
Bank One Cincinncati OH 09/2005 04/2018
Jpmorgan Chase Bank Na Cincinnati OH 10/2015 04/2018
Jp Morgan Securities Llc Cincinnati OH 10/2015 04/2018
Fashionistah Couture Fairfield OH 06/2016 11/2017
The Huntington Investment Company Columbus OH 04/2018 12/2020
The Huntington National Bank Cincinnati OH 04/2018 12/2020
Fifth Third Bank Cincinnati OH 07/2019 12/2020
Jpmorgan Chase Cincinnati OH 09/2005 03/2018
Huntington National Bank Cincinnati OH 04/2018 07/2019
Fifth Third Securities Cincinnati OH 08/2019 12/2020
Fashionista Decor Fairfield OH 12/2020 12/2020
Ubs Financial Services Inc. Cincinnati OH 05/2021 10/2023
Unemployed Fairfield OH 01/2021 04/2021
Fidelity Investments Katy TX 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2005 → 04/2018
    Bank One
    Cincinncati, OH
  • 10/2015 → 04/2018
    Jpmorgan Chase Bank Na
    Cincinnati, OH
  • 10/2015 → 04/2018
    Jp Morgan Securities Llc
    Cincinnati, OH
  • 06/2016 → 11/2017
    Fashionistah Couture
    Fairfield, OH
  • 04/2018 → 12/2020
    The Huntington Investment Company
    Columbus, OH
  • 04/2018 → 12/2020
    The Huntington National Bank
    Cincinnati, OH
  • 07/2019 → 12/2020
    Fifth Third Bank
    Cincinnati, OH
  • 09/2005 → 03/2018
    Jpmorgan Chase
    Cincinnati, OH
  • 04/2018 → 07/2019
    Huntington National Bank
    Cincinnati, OH
  • 08/2019 → 12/2020
    Fifth Third Securities
    Cincinnati, OH
  • 12/2020 → 12/2020
    Fashionista Decor
    Fairfield, OH
  • 05/2021 → 10/2023
    Cincinnati, OH
  • 01/2021 → 04/2021
    Unemployed
    Fairfield, OH
  • 11/2023 → Present
    Fidelity Investments
    Katy, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-131603|OrgNmn:Executive Catalyst Collection|Org Addr:Katy,Texas,US|OBA Nature:Career Coaching Consulting|Invst Rel:N|Title:Sole Proprietor|Duties:minimal, I want to create a safe place for professionals to have a platform to strategize their career journey and have smart goals to work to|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-105034|OrgNmn:Fashionista De'cor LLC|Org Addr:Hamilton,Ohio,US|OBA Nature:Home Decor|Invst Rel:N|Title:Sole Proprietor|Duties:I consult virtually on the best way to design a persons desired space and we agree on the set up.|StrtDt:12-14-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-05
S63 Uniform Securities Agent State Law Examination 2015-12-21
  • S66 Uniform Combined State Law Examination
    2019-11-05
  • S63 Uniform Securities Agent State Law Examination
    2015-12-21
Other Names
  • Sheilakai E Wright
  • Sheilakai E Wright
  • Sheilakai Mcadoo
  • Sheilakai E Simmons
  • Sheilakai Edwards Mcadoo
  • Sheilakai Edwards Wright
  • Sheilakai Simmons
  • Sheilakai E. Simmons

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