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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-04
  • OH RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

Cincinnati, OH • United States

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • 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
Flynn Restaurant Group Llc Independence OH 06/2019 04/2023
Rmh Franchise Holdings Inc. Lincoln NH 08/2022 08/2022
First Round Draft Inc Oxford OH 09/2019 09/2021
Starbucks Coffee Company Seattle WA 07/2017 08/2019
Our Lady Of Mt. Carmel Carmel IN 06/2015 12/2016
Fidelity Investments Covington KY 08/2023 Present
Guerin Catholic High School Noblesville IN 05/2014 05/2018
Miami University - Farmer School Of Business Oxford OH 08/2018 08/2023
Cs Custom Handyman Services Carmel IN 03/2014 08/2023
Pyles Pools Indianapolis IN 06/2015 07/2018
  • 06/2019 → 04/2023
    Flynn Restaurant Group Llc
    Independence, OH
  • 08/2022 → 08/2022
    Rmh Franchise Holdings Inc.
    Lincoln, NH
  • 09/2019 → 09/2021
    First Round Draft Inc
    Oxford, OH
  • 07/2017 → 08/2019
    Starbucks Coffee Company
    Seattle, WA
  • 06/2015 → 12/2016
    Our Lady Of Mt. Carmel
    Carmel, IN
  • 08/2023 → Present
    Fidelity Investments
    Covington, KY
  • 05/2014 → 05/2018
    Guerin Catholic High School
    Noblesville, IN
  • 08/2018 → 08/2023
    Miami University - Farmer School Of Business
    Oxford, OH
  • 03/2014 → 08/2023
    Cs Custom Handyman Services
    Carmel, IN
  • 06/2015 → 07/2018
    Pyles Pools
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2023-11-29

View on SEC IAPD

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