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Patrick Judson Innes

Strategic Advisers LLC

Dunwoody, GA

Roswell, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
GA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • GA RA
    APPROVED
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Roswell, GA • 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 Atlanta GA 01/2023 Present
Go Kickball Atlanta Atlanta GA 07/2021 12/2022
City Club Marietta Marietta GA 02/2020 07/2021
State Farm Marietta GA 09/2020 04/2021
Anytime Fitness Johns Creek Johns Creek GA 08/2019 02/2020
United Pools Roswell GA 05/2016 09/2018
Pga Tour Superstore Kennesaw GA 05/2021 06/2021
Georgia Southern University Statesboro GA 06/2015 05/2019
Kennesaw State University Kennesaw GA 01/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Atlanta, GA
  • 07/2021 → 12/2022
    Go Kickball Atlanta
    Atlanta, GA
  • 02/2020 → 07/2021
    City Club Marietta
    Marietta, GA
  • 09/2020 → 04/2021
    State Farm
    Marietta, GA
  • 08/2019 → 02/2020
    Anytime Fitness Johns Creek
    Johns Creek, GA
  • 05/2016 → 09/2018
    United Pools
    Roswell, GA
  • 05/2021 → 06/2021
    Pga Tour Superstore
    Kennesaw, GA
  • 06/2015 → 05/2019
    Georgia Southern University
    Statesboro, GA
  • 01/2020 → 09/2020
    Kennesaw State University
    Kennesaw, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
    Milton, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-11
S63 Uniform Securities Agent State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2024-07-11
  • S63 Uniform Securities Agent State Law Examination
    2023-07-03

View on SEC IAPD

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