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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Nottingham, MD • United States

610 York Road, Towson, MD 21204-4102 • 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
Pnc Investments Towson MD 11/2013 05/2017
Pnc Bank Towson MD 11/2013 05/2017
Suntrust Investment Services, Inc Atlanta GA 06/2017 Present
Suntrust Bank Laurel MD 06/2017 Present
Suntrust Advisory Services, Inc Atlanta GA 06/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 05/2017
    Pnc Investments
    Towson, MD
  • 11/2013 → 05/2017
    Pnc Bank
    Towson, MD
  • 06/2017 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 06/2017 → Present
    Suntrust Bank
    Laurel, MD
  • 06/2017 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-62105|OrgNmn:HarpBuilders LLC|Org Addr:Baltimore,Maryland,US|OBA Nature:Puchase, selling, and renting |Invst Rel:Y|Title:Partner|Duties:passive investment|StrtDt:08-16-21|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-15
  • S66 Uniform Combined State Law Examination
    2015-05-15
Other Names
  • Nicole A Harper
  • Nicole Arshay Harper

View on SEC IAPD

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