Patrick Limbaugh

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Concord, OH • 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

Organization	City	State	From	To
American United Life	Merrillville	IN	11/2021	07/2022
Oneamerica Securities	Merrillville	IN	02/2022	07/2022
Sherwin Williams Co	Alsip	IL	07/2016	12/2021
Fidelity Investments	Woodmere	OH	07/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2021 → 07/2022

American United Life

Merrillville, IN
02/2022 → 07/2022

Oneamerica Securities

Merrillville, IN
07/2016 → 12/2021

Sherwin Williams Co

Alsip, IL
07/2022 → Present

Fidelity Investments

Woodmere, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-09-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Woodmere Village, OH
2022-02-14 → 2022-07-25

Oneamerica Securities, Inc.

Indianapolis, IN

Merrillville, IN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-05-13
S65	Uniform Investment Adviser Law Examination	2022-02-14

S63 Uniform Securities Agent State Law Examination

2022-05-13
S65 Uniform Investment Adviser Law Examination

2022-02-14

Other Names

Patrick Daniel Limbaugh
Patrick D Limbaugh

View on SEC IAPD

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