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Kiana Lanae Wright

Strategic Advisers LLC

Wendell, NC

Durham, NC

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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

Wendell, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Walmart Durham NC 12/2016 12/2022
Taco Bell Reidsville NC 09/2016 01/2017
Bojangles Reidsville NC 10/2014 12/2016
Fidelity Investments Durham NC 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 12/2022
    Walmart
    Durham, NC
  • 09/2016 → 01/2017
    Taco Bell
    Reidsville, NC
  • 10/2014 → 12/2016
    Bojangles
    Reidsville, NC
  • 12/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Wendell, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-08
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2025-03-08
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28
Other Names
  • Kiana Lanae Tatum
  • Kiana Tatum

View on SEC IAPD

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