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Caleb Nathaniel Loftin

Strategic Advisers LLC

Covington, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-09
TX RA APPROVED 2026-06-09
  • KY RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED
    Since 2026-06-09

Branch Locations

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

Covington, KY • 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
Sherwood Midwest Division Walton KY 11/2021 08/2023
Tcc Verizon Cincinnati OH 08/2023 01/2026
Larosas Pizza Hebron KY 07/2017 09/2017
Gold Star Chili Hebron KY 09/2017 09/2018
Dominos Cincinnati OH 03/2019 11/2019
Gold Star Chili Hebron KY 03/2016 07/2017
Guitar Center Cincinnati OH 11/2019 11/2021
Happy'S Pizza Cincinnati OH 09/2018 03/2019
Fidelity Investments Covington KY 01/2026 Present
  • 11/2021 → 08/2023
    Sherwood Midwest Division
    Walton, KY
  • 08/2023 → 01/2026
    Tcc Verizon
    Cincinnati, OH
  • 07/2017 → 09/2017
    Larosas Pizza
    Hebron, KY
  • 09/2017 → 09/2018
    Gold Star Chili
    Hebron, KY
  • 03/2019 → 11/2019
    Dominos
    Cincinnati, OH
  • 03/2016 → 07/2017
    Gold Star Chili
    Hebron, KY
  • 11/2019 → 11/2021
    Guitar Center
    Cincinnati, OH
  • 09/2018 → 03/2019
    Happy'S Pizza
    Cincinnati, OH
  • 01/2026 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-04
  • S66 Uniform Combined State Law Examination
    2026-06-04
Other Names
  • Caleb Loftin

View on SEC IAPD

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JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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