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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-29
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Springboro, 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
Jp Morgan Securities Llc Cincinnati OH 12/2013 09/2016
Creative Planning Overland Park KS 09/2016 11/2020
Fisher Investments Camas WA 11/2020 11/2023
The Prudential Insurance Company Of America Cincinnati OH 01/2024 04/2024
Unemployed Springboro OH 11/2023 01/2024
Fidelity Investments Cincinnati OH 04/2024 Present
Pruco Securities Llc Cincinnati OH 01/2024 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 09/2016
    Cincinnati, OH
  • 09/2016 → 11/2020
    Overland Park, KS
  • 11/2020 → 11/2023
    Camas, WA
  • 01/2024 → 04/2024
    The Prudential Insurance Company Of America
    Cincinnati, OH
  • 11/2023 → 01/2024
    Unemployed
    Springboro, OH
  • 04/2024 → Present
    Fidelity Investments
    Cincinnati, OH
  • 01/2024 → 04/2024
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
  • 2024-04-04 → 2024-04-16
    Cincinnati, OH
    Columbus, OH
  • 2020-11-22 → 2023-11-20
    Plano, TX
    Cincinnati, OH
    Springboro, OH
  • 2016-09-26 → 2020-11-10
    Cincinnati, OH
    Overland Park, KS
    Indianapolis, IN
    Cincinnati, OH
  • 2013-12-05 → 2016-09-15
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
    Mason, OH
  • 2009-05-08 → 2013-12-13
    Td Ameritrade, Inc.
    Cincinnati, OH
  • 2009-05-08 → 2013-12-13
    Td Ameritrade Investment Management, Llc
    Cincinnati, OH
  • 2008-02-13 → 2009-05-11
    Miamisburg, OH
Other Businesses

OBA-109049|OrgNmn:MDA Real Estate|Org Addr:Springboro,Ohio,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner|Duties:Owner |StrtDt:11-03-14|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-02-29
S66 Uniform Combined State Law Examination 2009-05-06
  • S63 Uniform Securities Agent State Law Examination
    2024-02-29
  • S66 Uniform Combined State Law Examination
    2009-05-06
Other Names
  • Matthew D Arnold
  • Matthew D Arnold
  • Matthew David Arnold
  • Matthew Arnold

View on SEC IAPD

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