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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 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Durham, 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
Ocharleys Restaurant And Bar Nashville TN 01/2016 11/2017
Unemployed Durham NC 11/2017 01/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2018 11/2018
Northwestern Mutual Investment Services, Llc Durham NC 12/2017 11/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2018 11/2018
Mass Mutual Life Insurance Company Chapel Hill NC 12/2018 06/2021
Mml Investors Services Chapel Hill NC 07/2019 06/2021
Fidelity Investments Durham NC 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 11/2017
    Ocharleys Restaurant And Bar
    Nashville, TN
  • 11/2017 → 01/2018
    Unemployed
    Durham, NC
  • 01/2018 → 11/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2017 → 11/2018
    Northwestern Mutual Investment Services, Llc
    Durham, NC
  • 05/2018 → 11/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2018 → 06/2021
    Mass Mutual Life Insurance Company
    Chapel Hill, NC
  • 07/2019 → 06/2021
    Mml Investors Services
    Chapel Hill, NC
  • 06/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-24
S63 Uniform Securities Agent State Law Examination 2018-03-31
  • S66 Uniform Combined State Law Examination
    2021-08-24
  • S63 Uniform Securities Agent State Law Examination
    2018-03-31
Other Names
  • Wood Wilson
  • Hudson Wood Wilson
  • Hudson Wilson

View on SEC IAPD

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