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

Branch Locations

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

Covington, KY • 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
Citizens Bank Ardmore PA 04/2008 09/2018
Citizens Securities, Inc Ardmore PA 05/2015 09/2018
Fifth Third Cincinnati OH 09/2019 10/2021
Self Via Instacart Fort Thomas KY 07/2019 09/2019
1St National Bank West Chester OH 01/2019 07/2019
Us Bank Cincinnati OH 10/2018 01/2019
Citizens Bank ,Na Philadelphia PA 04/2008 09/2018
Fifth Third Securities Cincinnati OH 08/2020 10/2021
Fidelity Investments Covington KY 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2008 → 09/2018
    Citizens Bank
    Ardmore, PA
  • 05/2015 → 09/2018
    Ardmore, PA
  • 09/2019 → 10/2021
    Fifth Third
    Cincinnati, OH
  • 07/2019 → 09/2019
    Self Via Instacart
    Fort Thomas, KY
  • 01/2019 → 07/2019
    1St National Bank
    West Chester, OH
  • 10/2018 → 01/2019
    Us Bank
    Cincinnati, OH
  • 04/2008 → 09/2018
    Citizens Bank ,Na
    Philadelphia, PA
  • 08/2020 → 10/2021
    Fifth Third Securities
    Cincinnati, OH
  • 10/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2020-08-11 → 2021-10-28
    Cincinnati, OH
    Cincinnati, OH
  • 2016-08-10 → 2018-10-01
    Plymouth Meeting, PA
    Ardmore, PA
    Wayne, PA
    Conshohocken, PA
Other Businesses

OBA-100603|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Instacart is an American deliv|Invst Rel:N|Title:FOOD SHOPPER AND DELIVERY|Duties:drive to store perhaps shop for items and deliver- always delivery|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-100680|OrgNmn:Door Dash|Org Addr:San Franci,California,US|OBA Nature:food delivery|Invst Rel:N|Title:Planning Consultant|Duties:food delivery|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-10
S63 Uniform Securities Agent State Law Examination 2015-11-10
  • S65 Uniform Investment Adviser Law Examination
    2016-08-10
  • S63 Uniform Securities Agent State Law Examination
    2015-11-10
Other Names
  • Kristine M Black
  • Kristine Black
  • Kristine Marie Black

View on SEC IAPD

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