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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

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

Fort Wright, 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
Western Kentucky University Bowling Green KY 08/2012 08/2017
Western Kentucky University Margret Helm Library Bowling Green KY 05/2015 05/2017
Crafts & Vines Covington KY 12/2016 11/2021
Fidelity Investments Covington KY 11/2021 Present
Usic Llc. Milford OH 03/2020 08/2020
Alternativ Language Beroun 10/2018 06/2019
Syka Agency Prague 08/2018 08/2018
Syka Agency Prague 06/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 08/2017
    Western Kentucky University
    Bowling Green, KY
  • 05/2015 → 05/2017
    Western Kentucky University Margret Helm Library
    Bowling Green, KY
  • 12/2016 → 11/2021
    Crafts & Vines
    Covington, KY
  • 11/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2020 → 08/2020
    Usic Llc.
    Milford, OH
  • 10/2018 → 06/2019
    Alternativ Language
    Beroun
  • 08/2018 → 08/2018
    Syka Agency
    Prague
  • 06/2019 → 08/2019
    Syka Agency
    Prague
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-64539|OrgNmn:Crafts & Vines|Org Addr:Covington,Kentucky,US|OBA Nature:Bar|Invst Rel:N|Title:Employee|Duties:Giving people drinks and food|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2022-03-07

View on SEC IAPD

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