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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-03-09
TX RA APPROVED 2026-03-09
  • KY RA
    APPROVED
    Since 2026-03-09
  • TX RA
    APPROVED
    Since 2026-03-09

Branch Locations

1600 Grey Stable Ln Apt 1623, Highland Heights, KY 41076 • 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
Fedex Burr Ridge IL 11/2019 01/2020
Unemployed Lexington KY 09/2024 02/2025
Ups Lexington KY 11/2020 09/2024
Fidelity Investments Covington KY 10/2025 Present
Unemployed Lexington KY 04/2020 08/2020
Dg Insurance Agency Cincinnati OH 07/2025 08/2025
Just Salad Chicago IL 01/2020 04/2020
Fedex Lexington KY 11/2018 01/2019
Amazon Lexington KY 08/2020 11/2020
White Castle Lexington KY 07/2017 11/2018
Unemployed Highland Heights KY 08/2025 10/2025
Natipets Cincinnati OH 02/2025 07/2025
Ups Lexington KY 01/2019 11/2019
High School Lexington KY 03/2015 07/2017
  • 11/2019 → 01/2020
    Fedex
    Burr Ridge, IL
  • 09/2024 → 02/2025
    Unemployed
    Lexington, KY
  • 11/2020 → 09/2024
    Ups
    Lexington, KY
  • 10/2025 → Present
    Fidelity Investments
    Covington, KY
  • 04/2020 → 08/2020
    Unemployed
    Lexington, KY
  • 07/2025 → 08/2025
    Dg Insurance Agency
    Cincinnati, OH
  • 01/2020 → 04/2020
    Just Salad
    Chicago, IL
  • 11/2018 → 01/2019
    Fedex
    Lexington, KY
  • 08/2020 → 11/2020
    Amazon
    Lexington, KY
  • 07/2017 → 11/2018
    White Castle
    Lexington, KY
  • 08/2025 → 10/2025
    Unemployed
    Highland Heights, KY
  • 02/2025 → 07/2025
    Natipets
    Cincinnati, OH
  • 01/2019 → 11/2019
    Ups
    Lexington, KY
  • 03/2015 → 07/2017
    High School
    Lexington, KY
Other Businesses

OBA-126309|OrgNmn:Intellishop|Org Addr:Highland H,Kentucky,US|OBA Nature:Intellishop provides customer |Invst Rel:N|Title:Independent Contractor|Duties:I will visit businesses to ensure compliance of standards|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-126308|OrgNmn:HS Brands|Org Addr:Highland H,Kentucky,US|OBA Nature:HS Brands provides customer ex|Invst Rel:N|Title:Independent Contractor|Duties:I will visit restaurants to ensure compliance of service and food standards.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-126307|OrgNmn:Reality Based Group|Org Addr:Highland H,Kentucky,US|OBA Nature:Reality Based Group provides c|Invst Rel:N|Title:Independent Contractor|Duties:I visit restaurants to ensure compliance of food and service standards.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
  • S66 Uniform Combined State Law Examination
    2026-02-23

View on SEC IAPD

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