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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

Clayton, 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
Apple Bees Rego NY 01/2015 04/2017
Apple Bee Gold Raliegh NC 05/2017 09/2020
The Chefs Adacemy Raliegh NC 10/2017 09/2019
Thompson Hospiliality Raleigh NC 10/2017 09/2019
Chiptole Raleigh NC 04/2020 05/2020
Unemployment Raleigh NC 06/2020 07/2020
Johnson Wales University Charlotte NC 09/2020 08/2022
Planet Hollywood Charlotte NC 02/2021 04/2021
Virgil Tacos Raleigh NC 06/2021 10/2021
Fed Ex Ground Durham NC 11/2021 01/2022
North Ridge Country Club Raliegh NC 03/2021 07/2021
Hawthrone Senior Living Raleigh NC 01/2022 07/2022
Ruth Chris Cary NC 09/2022 10/2022
Fidelity Investments Durham NC 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 04/2017
    Apple Bees
    Rego, NY
  • 05/2017 → 09/2020
    Apple Bee Gold
    Raliegh, NC
  • 10/2017 → 09/2019
    The Chefs Adacemy
    Raliegh, NC
  • 10/2017 → 09/2019
    Thompson Hospiliality
    Raleigh, NC
  • 04/2020 → 05/2020
    Chiptole
    Raleigh, NC
  • 06/2020 → 07/2020
    Unemployment
    Raleigh, NC
  • 09/2020 → 08/2022
    Johnson Wales University
    Charlotte, NC
  • 02/2021 → 04/2021
    Planet Hollywood
    Charlotte, NC
  • 06/2021 → 10/2021
    Virgil Tacos
    Raleigh, NC
  • 11/2021 → 01/2022
    Fed Ex Ground
    Durham, NC
  • 03/2021 → 07/2021
    North Ridge Country Club
    Raliegh, NC
  • 01/2022 → 07/2022
    Hawthrone Senior Living
    Raleigh, NC
  • 09/2022 → 10/2022
    Ruth Chris
    Cary, NC
  • 10/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-106328|OrgNmn:gig pro|Org Addr:raleigh,North Caro,US|OBA Nature:dishwasher or cooking|Invst Rel:N|Title:Independent Contractor|Duties:dishwasher,serve or cook |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-93355|OrgNmn:minddourbusiness|Org Addr:raleigh,North Caro,US|OBA Nature:Creating sustaniblity food |Invst Rel:N|Title:Sole Proprietor|Duties:none |StrtDt:09-16-22|TotHrs/mon:3|TrdHrs/mon:0|OBA-127417|OrgNmn:Lowes|Org Addr:Clayton,North Caro,US|OBA Nature:Home improvement|Invst Rel:N|Title:Loader|Duties:Unloading trucks|StrtDt:02-14-26|TotHrs/mon:18|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-27
S63 Uniform Securities Agent State Law Examination 2023-04-12
  • S66 Uniform Combined State Law Examination
    2024-04-27
  • S63 Uniform Securities Agent State Law Examination
    2023-04-12
Other Names
  • Donovan Brandon White

View on SEC IAPD

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