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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
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • 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
Sharps Valet Services Oxford OH 12/2018 05/2021
Eli'S Sports Bar And Grill Fairfield OH 01/2017 02/2017
Target Corporation Florence KY 11/2021 01/2022
Sunglass Hut Crestview Hills KY 01/2020 12/2021
Amazon Hebron KY 12/2020 12/2020
A.K Butler Services Ross OH 06/2015 03/2020
Merkle Lawn Care Wilder KY 05/2021 08/2021
Fidelity Investments Covington KY 05/2022 Present
Stephen T. Badin Highschool Hamilton OH 08/2015 05/2019
Thomas More University Crestview Hills KY 08/2019 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 05/2021
    Sharps Valet Services
    Oxford, OH
  • 01/2017 → 02/2017
    Eli'S Sports Bar And Grill
    Fairfield, OH
  • 11/2021 → 01/2022
    Target Corporation
    Florence, KY
  • 01/2020 → 12/2021
    Sunglass Hut
    Crestview Hills, KY
  • 12/2020 → 12/2020
    Amazon
    Hebron, KY
  • 06/2015 → 03/2020
    A.K Butler Services
    Ross, OH
  • 05/2021 → 08/2021
    Merkle Lawn Care
    Wilder, KY
  • 05/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2015 → 05/2019
    Stephen T. Badin Highschool
    Hamilton, OH
  • 08/2019 → 05/2022
    Thomas More University
    Crestview Hills, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Cincinnati, OH
Other Businesses

OBA-103081|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Food Delivery |Invst Rel:N|Title:Employee|Duties:Only work when I want to, make my own schedule |StrtDt:11-20-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
S63 Uniform Securities Agent State Law Examination 2022-08-09
  • S66 Uniform Combined State Law Examination
    2025-01-03
  • S63 Uniform Securities Agent State Law Examination
    2022-08-09

View on SEC IAPD

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