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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_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    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
The Vanguard Group, Inc. Charlotte NC 04/2017 01/2019
North Carolina National Guard Wadesboro/Hamlet NC 03/2012 03/2017
Cinemark Asheboro NC 06/2016 03/2017
Td Ameritrade Durham NC 02/2019 09/2019
First Citizens Investor Services Raleigh NC 12/2019 07/2021
Unemployed Cary NC 09/2019 12/2019
University Of North Carolina At Charlotte Charlotte NC 08/2012 12/2016
Fidelity Investments Durham NC 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 01/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 03/2012 → 03/2017
    North Carolina National Guard
    Wadesboro/Hamlet, NC
  • 06/2016 → 03/2017
    Cinemark
    Asheboro, NC
  • 02/2019 → 09/2019
    Td Ameritrade
    Durham, NC
  • 12/2019 → 07/2021
    First Citizens Investor Services
    Raleigh, NC
  • 09/2019 → 12/2019
    Unemployed
    Cary, NC
  • 08/2012 → 12/2016
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 07/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2019-12-18 → 2021-07-15
    Raleigh, NC
  • 2019-04-12 → 2019-09-10
    Td Ameritrade, Inc.
    St Louis, MO
    Omaha, NE
    Durham, NC
  • 2019-04-12 → 2019-09-10
    Td Ameritrade Investment Management, Llc
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-11
S63 Uniform Securities Agent State Law Examination 2017-06-21
  • S66 Uniform Combined State Law Examination
    2019-04-11
  • S63 Uniform Securities Agent State Law Examination
    2017-06-21
Other Names
  • Hayden Gregory Leonard
  • Hayden Leonard

View on SEC IAPD

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