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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Winston-Salem, NC • 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 Durham NC 12/2022 Present
Amazon Inc Durham NC 11/2022 12/2022
Symmetry Financial Raleigh NC 08/2022 11/2022
Platinum Window Cleaning Nashville TN 07/2017 08/2022
All-American Pest Control Nashville TN 08/2021 02/2022
Kwik Trip Inc La Crosse WI 03/2011 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Durham, NC
  • 11/2022 → 12/2022
    Amazon Inc
    Durham, NC
  • 08/2022 → 11/2022
    Symmetry Financial
    Raleigh, NC
  • 07/2017 → 08/2022
    Platinum Window Cleaning
    Nashville, TN
  • 08/2021 → 02/2022
    All-American Pest Control
    Nashville, TN
  • 03/2011 → 07/2017
    Kwik Trip Inc
    La Crosse, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-10
S63 Uniform Securities Agent State Law Examination 2023-04-06
  • S66 Uniform Combined State Law Examination
    2023-08-10
  • S63 Uniform Securities Agent State Law Examination
    2023-04-06
Other Names
  • Jon Hendrickson

View on SEC IAPD

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