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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

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Florence, KY • 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 Cincinnati OH 02/2023 Present
Best Buy Florence KY 11/2022 11/2022
Cincinnati Reds Cincinnati OH 03/2022 10/2022
Costco Florence KY 03/2019 08/2022
Thomas More University Crestview Hills KY 10/2018 03/2020
Planet Fitness Florence KY 06/2018 09/2018
Thomas More University Crestview Hills KY 08/2017 05/2018
Which Wich Florence KY 02/2017 05/2017
Boone County High School Florence KY 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Cincinnati, OH
  • 11/2022 → 11/2022
    Best Buy
    Florence, KY
  • 03/2022 → 10/2022
    Cincinnati Reds
    Cincinnati, OH
  • 03/2019 → 08/2022
    Costco
    Florence, KY
  • 10/2018 → 03/2020
    Thomas More University
    Crestview Hills, KY
  • 06/2018 → 09/2018
    Planet Fitness
    Florence, KY
  • 08/2017 → 05/2018
    Thomas More University
    Crestview Hills, KY
  • 02/2017 → 05/2017
    Which Wich
    Florence, KY
  • 08/2013 → 05/2017
    Boone County High School
    Florence, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Florence, KY
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-02
S63 Uniform Securities Agent State Law Examination 2023-08-10
  • S66 Uniform Combined State Law Examination
    2024-04-02
  • S63 Uniform Securities Agent State Law Examination
    2023-08-10

View on SEC IAPD

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