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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

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, 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
Fidelity Investments Durham NC 03/2023 Present
Walmart Inc Nashville TN 12/2022 02/2023
Oracle Netsuite Nashville TN 02/2022 11/2022
Tesla Buffalo NY 04/2021 01/2022
Amazon Inc Lancaster NY 06/2021 06/2021
Walmart Inc Williamsville NY 04/2020 04/2021
Ingram Micro Williamsville NY 12/2019 07/2020
Burlington Coat Factory Williamsville NY 10/2019 01/2020
Strategic Financial Solutions Buffalo NY 10/2018 08/2019
Transformco (Sears) Williamsville NY 10/2018 10/2018
Walmart Inc Williamsville NY 10/2016 10/2018
Transit Drive In Theatre Lockport NY 05/2014 09/2017
Buffalo State College/University East Amherst NY 08/2014 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Durham, NC
  • 12/2022 → 02/2023
    Walmart Inc
    Nashville, TN
  • 02/2022 → 11/2022
    Oracle Netsuite
    Nashville, TN
  • 04/2021 → 01/2022
    Tesla
    Buffalo, NY
  • 06/2021 → 06/2021
    Amazon Inc
    Lancaster, NY
  • 04/2020 → 04/2021
    Walmart Inc
    Williamsville, NY
  • 12/2019 → 07/2020
    Ingram Micro
    Williamsville, NY
  • 10/2019 → 01/2020
    Burlington Coat Factory
    Williamsville, NY
  • 10/2018 → 08/2019
    Strategic Financial Solutions
    Buffalo, NY
  • 10/2018 → 10/2018
    Transformco (Sears)
    Williamsville, NY
  • 10/2016 → 10/2018
    Walmart Inc
    Williamsville, NY
  • 05/2014 → 09/2017
    Transit Drive In Theatre
    Lockport, NY
  • 08/2014 → 08/2018
    Buffalo State College/University
    East Amherst, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-09
  • S66 Uniform Combined State Law Examination
    2023-10-09
Other Names
  • Andrew James Rogers

View on SEC IAPD

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