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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
Unc Charlotte Recreational Sevices Charlotte NC 10/2014 01/2017
Unc Charlotte Cone Center Charlotte NC 02/2015 10/2016
Technocom Business Systems Charlotte NC 10/2016 07/2017
Charlotte Engineering Camp Charlotte NC 07/2017 08/2017
Web.cOm Charlotte NC 09/2017 11/2017
Rex Imagery Llc Charlotte NC 11/2017 07/2019
Hornet Moving Company Charlotte NC 07/2019 09/2019
Amazon Charlotte NC 09/2019 07/2021
Southeastern Healthcare Of Nc Raleigh NC 08/2021 04/2022
Fidelity Investments Durham NC 04/2022 Present
Unc Charlotte Charlotte NC 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 01/2017
    Unc Charlotte Recreational Sevices
    Charlotte, NC
  • 02/2015 → 10/2016
    Unc Charlotte Cone Center
    Charlotte, NC
  • 10/2016 → 07/2017
    Technocom Business Systems
    Charlotte, NC
  • 07/2017 → 08/2017
    Charlotte Engineering Camp
    Charlotte, NC
  • 09/2017 → 11/2017
    Web.cOm
    Charlotte, NC
  • 11/2017 → 07/2019
    Rex Imagery Llc
    Charlotte, NC
  • 07/2019 → 09/2019
    Hornet Moving Company
    Charlotte, NC
  • 09/2019 → 07/2021
    Amazon
    Charlotte, NC
  • 08/2021 → 04/2022
    Southeastern Healthcare Of Nc
    Raleigh, NC
  • 04/2022 → Present
    Fidelity Investments
    Durham, NC
  • 08/2013 → 05/2017
    Unc Charlotte
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2023-12-08
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2023-12-08
Other Names
  • Larry Williams
  • Larry La'VEll Williams

View on SEC IAPD

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