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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-03
OH RA APPROVED 2025-11-03
TX RA APPROVED 2025-11-03
  • KY RA
    APPROVED
    Since 2025-11-03
  • OH RA
    APPROVED
    Since 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Killer Queen Cincinnati OH 06/2023 08/2023
Bankers Life West Chester OH 02/2023 04/2023
Deweys Pizza Cincinnati OH 08/2019 12/2019
Hertz Hebron KY 10/2017 05/2018
Ups Cincinnati OH 08/2016 12/2016
Ohio Tables & Chairs Lockbourne OH 05/2015 08/2022
Galla Park Columbus OH 03/2021 08/2022
Unemployed Cincinnati OH 08/2022 02/2023
Fidelity Investments Covington KY 08/2023 Present
  • 06/2023 → 08/2023
    Killer Queen
    Cincinnati, OH
  • 02/2023 → 04/2023
    Bankers Life
    West Chester, OH
  • 08/2019 → 12/2019
    Deweys Pizza
    Cincinnati, OH
  • 10/2017 → 05/2018
    Hertz
    Hebron, KY
  • 08/2016 → 12/2016
    Ups
    Cincinnati, OH
  • 05/2015 → 08/2022
    Ohio Tables & Chairs
    Lockbourne, OH
  • 03/2021 → 08/2022
    Galla Park
    Columbus, OH
  • 08/2022 → 02/2023
    Unemployed
    Cincinnati, OH
  • 08/2023 → Present
    Fidelity Investments
    Covington, KY
Other Businesses

OBA-101839|OrgNmn:4EG |Org Addr:Cincinnati,Ohio,US|OBA Nature:Bar |Invst Rel:N|Title:Bartender|Duties:Bartender|StrtDt:06-29-23|TotHrs/mon:42|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-29
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2025-10-29
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05

View on SEC IAPD

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