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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Beverly, MA • 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 Brokerage Services, Llc Merrimack NH 06/2017 01/2019
Tristar Worldwide Chauffeured Services Beverly MA 11/2014 05/2017
Fidelity Investments Jersey City NJ 01/2019 03/2019
Fidelity Brokerage Services Llc Merrimack NH 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 01/2019
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 11/2014 → 05/2017
    Tristar Worldwide Chauffeured Services
    Beverly, MA
  • 01/2019 → 03/2019
    Fidelity Investments
    Jersey City, NJ
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Danvers, MA
Other Businesses

OBA-123898|OrgNmn:Ubereats Delivery Driver|Org Addr:Beverly,Massachuse,US|OBA Nature:Ubereats Delivery Driver|Invst Rel:N|Title:Independent Contractor|Duties:Delivery food on my own time. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-16
S63 Uniform Securities Agent State Law Examination 2017-07-20
  • S66 Uniform Combined State Law Examination
    2020-10-16
  • S63 Uniform Securities Agent State Law Examination
    2017-07-20
Other Names
  • Aja Williams Conway
  • Aja Conway
  • Aja Williams Copans
  • Aja Copans

View on SEC IAPD

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