Ifeatu Okafor

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

IL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Aurora, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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

Organization	City	State	From	To
Fidelity Investments	Durham	NC	05/2023	Present
Franklin Energy	Raleigh	NC	04/2023	05/2023
Lyft	Raleigh	NC	02/2023	Present
N2Funding	Raleigh	NC	02/2021	02/2022
Starbucks	Richmond	VA	03/2016	11/2020
Pinnacle Consulting	Raleigh	NC	05/2022	02/2023
Fidelity Investments	Boston	MA	03/2025	Present

05/2023 → Present

Fidelity Investments

Durham, NC
04/2023 → 05/2023

Franklin Energy

Raleigh, NC
02/2023 → Present

Lyft

Raleigh, NC
02/2021 → 02/2022

N2Funding

Raleigh, NC
03/2016 → 11/2020

Starbucks

Richmond, VA
05/2022 → 02/2023

Pinnacle Consulting

Raleigh, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Geneva, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-11
S63	Uniform Securities Agent State Law Examination	2024-01-10

S66 Uniform Combined State Law Examination

2024-06-11
S63 Uniform Securities Agent State Law Examination

2024-01-10

Other Names

Ifeatu Mukosolu Okafor
Ifeatu Okafor

View on SEC IAPD

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