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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Andover, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Indian Ridge Country Club Andover MA 06/2016 10/2016
Full Time Education Andover MA 10/2016 12/2016
Ap Sports Wilmington MA 12/2016 03/2017
Market Basket North Andover MA 03/2017 06/2017
Indian Ridge Country Club Andover MA 06/2017 09/2017
Full Time Education Amherst MA 09/2017 12/2017
Market Basket Danvers MA 12/2017 02/2018
Full Time Education Amherst MA 02/2018 05/2018
Indian Ridge Country Club Andover MA 05/2018 09/2018
Full Time Education Amherst MA 09/2018 12/2018
Market Basket Danvers MA 12/2018 02/2019
Full Time Education Amherst MA 02/2019 05/2019
Indian Ridge Country Club Andover MA 05/2019 09/2019
Full Time Education Amherst MA 09/2019 12/2019
Market Basket Danvers MA 12/2019 04/2020
Unemployed Andover MA 04/2020 01/2021
Full Time Education Amherst MA 01/2021 06/2021
Unemployed Andover MA 06/2021 10/2021
Fidelity Investments Smithfeild RI 10/2021 Present
Umass Men'S Rugby Amherst MA 01/2019 06/2021
Squeaky Pete'S Palm Beach FL 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 10/2016
    Indian Ridge Country Club
    Andover, MA
  • 10/2016 → 12/2016
    Full Time Education
    Andover, MA
  • 12/2016 → 03/2017
    Ap Sports
    Wilmington, MA
  • 03/2017 → 06/2017
    Market Basket
    North Andover, MA
  • 06/2017 → 09/2017
    Indian Ridge Country Club
    Andover, MA
  • 09/2017 → 12/2017
    Full Time Education
    Amherst, MA
  • 12/2017 → 02/2018
    Market Basket
    Danvers, MA
  • 02/2018 → 05/2018
    Full Time Education
    Amherst, MA
  • 05/2018 → 09/2018
    Indian Ridge Country Club
    Andover, MA
  • 09/2018 → 12/2018
    Full Time Education
    Amherst, MA
  • 12/2018 → 02/2019
    Market Basket
    Danvers, MA
  • 02/2019 → 05/2019
    Full Time Education
    Amherst, MA
  • 05/2019 → 09/2019
    Indian Ridge Country Club
    Andover, MA
  • 09/2019 → 12/2019
    Full Time Education
    Amherst, MA
  • 12/2019 → 04/2020
    Market Basket
    Danvers, MA
  • 04/2020 → 01/2021
    Unemployed
    Andover, MA
  • 01/2021 → 06/2021
    Full Time Education
    Amherst, MA
  • 06/2021 → 10/2021
    Unemployed
    Andover, MA
  • 10/2021 → Present
    Fidelity Investments
    Smithfeild, RI
  • 01/2019 → 06/2021
    Umass Men'S Rugby
    Amherst, MA
  • 05/2018 → 08/2018
    Squeaky Pete'S
    Palm Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Joseph Liam Rockwell
  • Joe Rockwell
  • Joseph Rockwell

View on SEC IAPD

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