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Bonnie Cogswell

Strategic Advisers LLC

Falmouth, KY

Covington, KY

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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

Falmouth, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Covington KY 01/2022 09/2022
Northern Ky Living Center Falmouth KY 07/2005 09/2017
Staffmark Florence KY 03/2005 02/2017
Independent Home Health With Transamerica Alexandria KY 09/2016 01/2022
St. Elizabeth Hospital Edgewood KY 06/2020 06/2021
Door Dash Falmouth, Ky 41040-8270 KY 05/2022 11/2023
Fidelity Investments Howe KY 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 09/2022
    Fidelity Investments
    Covington, KY
  • 07/2005 → 09/2017
    Northern Ky Living Center
    Falmouth, KY
  • 03/2005 → 02/2017
    Staffmark
    Florence, KY
  • 09/2016 → 01/2022
    Independent Home Health With Transamerica
    Alexandria, KY
  • 06/2020 → 06/2021
    St. Elizabeth Hospital
    Edgewood, KY
  • 05/2022 → 11/2023
    Door Dash
    Falmouth, Ky 41040-8270, KY
  • 11/2023 → Present
    Fidelity Investments
    Howe, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Falmouth, KY
    Covington, KY
Other Businesses

OBA-68411|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Food and grocery delivery serv|Invst Rel:N|Title:Independent Contractor|Duties:none|StrtDt:05-06-22|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-22
  • S66 Uniform Combined State Law Examination
    2024-05-22
Other Names
  • Bonnie Elizabeth Cogswell
  • Bonnie Elizabeth Peters
  • Bonnie Cogswell

View on SEC IAPD

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