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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Florence, KY • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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
Holtzman Propane Delivery Llc Strasburg VA 09/2020 09/2022
Unemployed Ludlow KY 09/2022 12/2022
Us Department Of Homeland Security Winchester VA 07/2020 08/2020
Unemployed Front Royal VA 03/2020 07/2020
Unemployed Stafford VA 09/2016 11/2016
University Of Virginia's College At Wise Wise VA 08/2014 09/2016
Schenck Food Company Winchester VA 03/2019 03/2020
Commercial Driver Services Inc Middletown VA 10/2017 02/2019
Walmart Winchester VA 01/2017 10/2017
84 Lumber Front Royal VA 01/2017 01/2017
Macy's Fredricksburg VA 11/2016 01/2017
Cb Squared Services Incorporated Fredericksburg VA 09/2016 09/2016
Fidelity Investments Covington KY 12/2022 Present
James Madison University Harrisonburg VA 02/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 09/2022
    Holtzman Propane Delivery Llc
    Strasburg, VA
  • 09/2022 → 12/2022
    Unemployed
    Ludlow, KY
  • 07/2020 → 08/2020
    Us Department Of Homeland Security
    Winchester, VA
  • 03/2020 → 07/2020
    Unemployed
    Front Royal, VA
  • 09/2016 → 11/2016
    Unemployed
    Stafford, VA
  • 08/2014 → 09/2016
    University Of Virginia's College At Wise
    Wise, VA
  • 03/2019 → 03/2020
    Schenck Food Company
    Winchester, VA
  • 10/2017 → 02/2019
    Commercial Driver Services Inc
    Middletown, VA
  • 01/2017 → 10/2017
    Walmart
    Winchester, VA
  • 01/2017 → 01/2017
    84 Lumber
    Front Royal, VA
  • 11/2016 → 01/2017
    Macy's
    Fredricksburg, VA
  • 09/2016 → 09/2016
    Cb Squared Services Incorporated
    Fredericksburg, VA
  • 12/2022 → Present
    Fidelity Investments
    Covington, KY
  • 02/2022 → 12/2022
    James Madison University
    Harrisonburg, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-118658|OrgNmn:Amazon Print on Demand Products|Org Addr:Florence,Kentucky,US|OBA Nature:Using Amazon self publishing s|Invst Rel:N|Title:N/A|Duties:Create content for new books and create designs, as well as using amazon tools to market these products. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-18
S63 Uniform Securities Agent State Law Examination 2023-04-03
  • S66 Uniform Combined State Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2023-04-03
Other Names
  • Daniel Tranmer Bettendorf

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