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Thomas Xavier Chalk

Strategic Advisers LLC

Covington, KY

Fort Thomas, KY

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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

Fort Thomas, 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
Highlands High School Fort Thomas KY 06/2013 05/2017
Northern Kentucky University Highland Heights KY 06/2017 08/2021
Education At Work Highland Heights KY 05/2019 08/2022
Fidelity Investments Covington KY 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 05/2017
    Highlands High School
    Fort Thomas, KY
  • 06/2017 → 08/2021
    Northern Kentucky University
    Highland Heights, KY
  • 05/2019 → 08/2022
    Education At Work
    Highland Heights, KY
  • 08/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-28
  • S66 Uniform Combined State Law Examination
    2023-02-28

View on SEC IAPD

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