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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
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kernersville, NC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 12/2016 12/2019
Bank Of America Greensboro NC 12/2016 12/2017
Abercrombie And Fitch Greensboro NC 01/2016 12/2016
Bank Of America, N.A. Greensboro NC 05/2018 12/2019
Fidelity Brokerage Services Llc Winston-Salem NC 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 12/2019
    Greensboro, NC
  • 12/2016 → 12/2017
    Bank Of America
    Greensboro, NC
  • 01/2016 → 12/2016
    Abercrombie And Fitch
    Greensboro, NC
  • 05/2018 → 12/2019
    Bank Of America, N.A.
    Greensboro, NC
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Winston-Salem, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-17
  • S66 Uniform Combined State Law Examination
    2018-04-17
Other Names
  • Mahogany Nitazzyial Jazzcole Smith
  • Mahogany Smith

View on SEC IAPD

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