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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States

Crestwood, 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
Fidelity Investments Louisville KY 03/2023 Present
Unemployed Crestwood KY 10/2022 03/2023
Shipt Crestwood KY 11/2022 12/2022
Amerihome Mortgage Las Colinas TX 02/2020 10/2022
Primelending Mortgage Dallas TX 09/2017 02/2020
Citimortgage Irving TX 12/2016 04/2017
Lula Roe Clothing Boutique Little Elm TX 10/2016 08/2017
Optimal Blue Plano TX 08/2014 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Louisville, KY
  • 10/2022 → 03/2023
    Unemployed
    Crestwood, KY
  • 11/2022 → 12/2022
    Shipt
    Crestwood, KY
  • 02/2020 → 10/2022
    Amerihome Mortgage
    Las Colinas, TX
  • 09/2017 → 02/2020
    Primelending Mortgage
    Dallas, TX
  • 12/2016 → 04/2017
    Citimortgage
    Irving, TX
  • 10/2016 → 08/2017
    Lula Roe Clothing Boutique
    Little Elm, TX
  • 08/2014 → 12/2016
    Optimal Blue
    Plano, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Louisville, KY
  • 2014-06-02 → 2014-08-14
    Td Ameritrade, Inc.
    Westlake, TX
  • 2014-06-02 → 2014-08-14
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Other Businesses

OBA-105124|OrgNmn:Redbox+ Dumpsters of SouthWest Florida|Org Addr:Crestwood,Kentucky,US|OBA Nature:Dumpster roll off business for|Invst Rel:N|Title:Officer|Duties:Informational meetings and consultations, recording the minutes for an annual meeting|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-120584|OrgNmn:Door Dash|Org Addr:Crestwood,Kentucky,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food for Door Dash|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-17
  • S66 Uniform Combined State Law Examination
    2023-07-17
Other Names
  • Elizabeth Burns Brednich
  • Elizabeth Burns Gowens
  • Betsy Brednich
  • Betsy Gowens
  • Elizabeth Burns Olszanowski
  • Betsy Olszanowski
  • Elizabeth Olszanowski

View on SEC IAPD

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