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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

Independence, 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
Altar'd State Crestview Hills KY 10/2020 05/2023
Frisch's Independence KY 03/2019 08/2021
Cincinnati Landmark Productions Cincinnati OH 10/2021 05/2023
Simon Kenton High School Independence KY 07/2016 05/2020
Fidelity Investments Covington KY 05/2023 Present
Northern Kentucky University Independence KY 08/2020 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 05/2023
    Altar'd State
    Crestview Hills, KY
  • 03/2019 → 08/2021
    Frisch's
    Independence, KY
  • 10/2021 → 05/2023
    Cincinnati Landmark Productions
    Cincinnati, OH
  • 07/2016 → 05/2020
    Simon Kenton High School
    Independence, KY
  • 05/2023 → Present
    Fidelity Investments
    Covington, KY
  • 08/2020 → 05/2023
    Northern Kentucky University
    Independence, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Independence, KY
Other Businesses

OBA-131894|OrgNmn:Cincinnati Landmark Productions|Org Addr:Cincinnati,Ohio,US|OBA Nature:Theater|Invst Rel:N|Title:Actress|Duties:singing, dancing, and acting|StrtDt:08-31-26|TotHrs/mon:80|TrdHrs/mon:0|OBA-129708|OrgNmn:Cincinnati Landmark Productions|Org Addr:Cincinnati,Ohio,US|OBA Nature:Theater|Invst Rel:N|Title:Actress|Duties:Singing, dancing, and acting for patrons. |StrtDt:07-12-26|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
S63 Uniform Securities Agent State Law Examination 2023-10-09
  • S66 Uniform Combined State Law Examination
    2024-11-25
  • S63 Uniform Securities Agent State Law Examination
    2023-10-09
Other Names
  • Elena Christine Boyd
  • Elena Boyd

View on SEC IAPD

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