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Joseph Williams

Strategic Advisers LLC

Covington, KY

Moores Hill, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Moores Hill, IN • 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 05/2023 Present
Fedex Ground Independence KY 02/2021 05/2023
Performance Powerwash Moores Hill IN 09/2019 02/2021
Consolidated Grain And Barge Aurora IN 06/2018 09/2019
Historic Banning Mills Petersburg KY 06/2013 05/2017
Mount St. Joseph University Delhi OH 08/2014 05/2018
On Point Labradors Moores Hill IN 01/2012 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Covington, KY
  • 02/2021 → 05/2023
    Fedex Ground
    Independence, KY
  • 09/2019 → 02/2021
    Performance Powerwash
    Moores Hill, IN
  • 06/2018 → 09/2019
    Consolidated Grain And Barge
    Aurora, IN
  • 06/2013 → 05/2017
    Historic Banning Mills
    Petersburg, KY
  • 08/2014 → 05/2018
    Mount St. Joseph University
    Delhi, OH
  • 01/2012 → 05/2023
    On Point Labradors
    Moores Hill, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Moores Hill, IN
    Covington, KY
Other Businesses

OBA-98903|OrgNmn:On Point Labradors |Org Addr:Moores Hil,Indiana,US|OBA Nature:I breed Labrador Retrievers |Invst Rel:N|Title:Sole Proprietor|Duties:Caring for my dogs.|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2023-09-14
  • S66 Uniform Combined State Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2023-09-14
Other Names
  • Joseph Andrew Williams
  • Joseph Williams

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
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DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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