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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Maineville, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Investments Covington KY 02/2023 Present
Unemployed Maineville OH 10/2022 02/2023
Northern Kentucky University Highland Heights KY 10/2021 09/2022
Brinks Inc Columbus OH 06/2017 06/2021
Sanmar West Chester OH 02/2017 06/2017
Us Army El Paso TX 07/2013 11/2016
Ashford University San Diego CA 07/2017 02/2020
Unemployed Maineville OH 07/2021 09/2021
Unemployed Cincinnati OH 12/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 10/2022 → 02/2023
    Unemployed
    Maineville, OH
  • 10/2021 → 09/2022
    Northern Kentucky University
    Highland Heights, KY
  • 06/2017 → 06/2021
    Brinks Inc
    Columbus, OH
  • 02/2017 → 06/2017
    Sanmar
    West Chester, OH
  • 07/2013 → 11/2016
    Us Army
    El Paso, TX
  • 07/2017 → 02/2020
    Ashford University
    San Diego, CA
  • 07/2021 → 09/2021
    Unemployed
    Maineville, OH
  • 12/2016 → 01/2017
    Unemployed
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Maineville, OH
Other Businesses

OBA-104238|OrgNmn:Genki Mindset|Org Addr:Maineville,Ohio,US|OBA Nature:Rental Real Estate Investing|Invst Rel:Y|Title:Sole Proprietor|Duties:Searching, analyzing, negotiating, and purchasing/selling rental real estate properties|StrtDt:|TotHrs/mon:100|TrdHrs/mon:10|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
S63 Uniform Securities Agent State Law Examination 2023-06-12
  • S66 Uniform Combined State Law Examination
    2024-11-11
  • S63 Uniform Securities Agent State Law Examination
    2023-06-12
Other Names
  • Jojo Lecroix

View on SEC IAPD

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