Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-02
IN RA APPROVED 2026-01-30
  • TX RA
    APPROVED_RES
    Since 2026-02-02
  • IN RA
    APPROVED
    Since 2026-01-30

Branch Locations

Greenwood, IN • 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
Equitable Advisors Indianapolis IN 10/2022 01/2023
Unemployed Greenwood IN 07/2022 10/2022
Nicholson Consulting Greenfield IN 02/2022 07/2022
Pearl City Elevator Warren IL 05/2021 12/2021
Southern Illinois University-Carbondale Carbondale IL 08/2017 05/2021
Southern Fs Marion IL 04/2020 08/2020
Southern Illinois University-Carbondale Carbondale IL 09/2017 08/2018
Chick-Fil-A Plainfield IN 12/2014 08/2017
Unemployed Indianapolis IN 01/2022 01/2022
C&W Services Indianapolis IN 01/2023 09/2023
Connie Mortensen State Farm Indianapolis IN 10/2023 11/2025
Fidelity Investments Indianapolis IN 12/2025 Present
Advanced Crop Care Genoa IL 05/2018 08/2018
Southern Fs Marion IL 05/2019 08/2019
Autozone Carbondale IL 01/2019 01/2021
  • 10/2022 → 01/2023
    Equitable Advisors
    Indianapolis, IN
  • 07/2022 → 10/2022
    Unemployed
    Greenwood, IN
  • 02/2022 → 07/2022
    Nicholson Consulting
    Greenfield, IN
  • 05/2021 → 12/2021
    Pearl City Elevator
    Warren, IL
  • 08/2017 → 05/2021
    Southern Illinois University-Carbondale
    Carbondale, IL
  • 04/2020 → 08/2020
    Southern Fs
    Marion, IL
  • 09/2017 → 08/2018
    Southern Illinois University-Carbondale
    Carbondale, IL
  • 12/2014 → 08/2017
    Chick-Fil-A
    Plainfield, IN
  • 01/2022 → 01/2022
    Unemployed
    Indianapolis, IN
  • 01/2023 → 09/2023
    C&W Services
    Indianapolis, IN
  • 10/2023 → 11/2025
    Connie Mortensen State Farm
    Indianapolis, IN
  • 12/2025 → Present
    Fidelity Investments
    Indianapolis, IN
  • 05/2018 → 08/2018
    Advanced Crop Care
    Genoa, IL
  • 05/2019 → 08/2019
    Southern Fs
    Marion, IL
  • 01/2019 → 01/2021
    Autozone
    Carbondale, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
  • S66 Uniform Combined State Law Examination
    2022-11-18
Other Names
  • Hunter Todd
  • Hunter David Todd

View on SEC IAPD

More in Greenwood, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor