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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Westerville, OH • United States

470 Old Worthington Road Suite 200, Westerville, OH 43082 • 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
Nylife Securities Llc Dublin OH 07/2017 04/2018
New York Life Insurance Co. Dublin OH 07/2017 04/2018
Unemployed Dublin OH 05/2017 07/2017
Madaynes Redding CA 06/2016 05/2017
Bethel School Of Supernatural Ministry Redding CA 08/2015 05/2017
Cvs Pharmacy Columbus OH 02/2018 03/2018
Jpmorgan Chase Bank, N.A. Dublin OH 04/2018 06/2023
J.P. Morgan Securities, Llc Dublin OH 04/2018 06/2023
Beckett & Varanese Financial Analysts Inc. Upper Arlington OH 03/2019 05/2021
Jet's Pizza New Albany OH 12/2021 02/2022
Fidelity Investments Columbus OH 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 04/2018
    Nylife Securities Llc
    Dublin, OH
  • 07/2017 → 04/2018
    New York Life Insurance Co.
    Dublin, OH
  • 05/2017 → 07/2017
    Unemployed
    Dublin, OH
  • 06/2016 → 05/2017
    Madaynes
    Redding, CA
  • 08/2015 → 05/2017
    Bethel School Of Supernatural Ministry
    Redding, CA
  • 02/2018 → 03/2018
    Cvs Pharmacy
    Columbus, OH
  • 04/2018 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Dublin, OH
  • 04/2018 → 06/2023
    Dublin, OH
  • 03/2019 → 05/2021
    Beckett & Varanese Financial Analysts Inc.
    Upper Arlington, OH
  • 12/2021 → 02/2022
    Jet's Pizza
    New Albany, OH
  • 06/2023 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
  • 2022-08-05 → 2023-06-23
    Dublin, OH
    Dublin, OH
    Plain City, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-05
S63 Uniform Securities Agent State Law Examination 2021-05-07
  • S66 Uniform Combined State Law Examination
    2022-08-05
  • S63 Uniform Securities Agent State Law Examination
    2021-05-07
Other Names
  • Travis Beckett
  • Travis D Beckett

View on SEC IAPD

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