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Owen Michael Workman

Strategic Advisers LLC

Covington, KY

Cold Spring, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-05-08
TX RA APPROVED 2025-05-08
  • KY RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-08

Branch Locations

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

Cold Spring, 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
Allison Hornback Insurance Agency Erlanger KY 05/2020 01/2025
State Farm Vp Management Corp Erlanger KY 08/2023 01/2025
Andrew Wade Insurance Agency Lexington KY 03/2020 05/2020
Dhl Erlanger KY 04/2017 02/2020
Matheson Flight Extenders Hebron KY 05/2017 01/2018
Bluegrass Hospitality Group Lexington KY 06/2019 08/2019
Proof Fitness Lexington KY 03/2017 09/2017
Haggar Clothing Company Monroe OH 07/2016 01/2017
Fidelity Investments Covington KY 01/2025 Present
Door Dash Lexington KY 11/2019 03/2021
University Of Kentucky Lexington KY 08/2016 05/2020
Uber Lexington KY 09/2018 02/2020
Lyft Lexington KY 06/2019 09/2019
Uber Eats Lexington KY 11/2018 12/2018
  • 05/2020 → 01/2025
    Allison Hornback Insurance Agency
    Erlanger, KY
  • 08/2023 → 01/2025
    State Farm Vp Management Corp
    Erlanger, KY
  • 03/2020 → 05/2020
    Andrew Wade Insurance Agency
    Lexington, KY
  • 04/2017 → 02/2020
    Dhl
    Erlanger, KY
  • 05/2017 → 01/2018
    Matheson Flight Extenders
    Hebron, KY
  • 06/2019 → 08/2019
    Bluegrass Hospitality Group
    Lexington, KY
  • 03/2017 → 09/2017
    Proof Fitness
    Lexington, KY
  • 07/2016 → 01/2017
    Haggar Clothing Company
    Monroe, OH
  • 01/2025 → Present
    Fidelity Investments
    Covington, KY
  • 11/2019 → 03/2021
    Door Dash
    Lexington, KY
  • 08/2016 → 05/2020
    University Of Kentucky
    Lexington, KY
  • 09/2018 → 02/2020
    Uber
    Lexington, KY
  • 06/2019 → 09/2019
    Lyft
    Lexington, KY
  • 11/2018 → 12/2018
    Uber Eats
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-02
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2025-05-02
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05
Other Names
  • Owen Michael Workman
  • Owen Workman

View on SEC IAPD

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JAIME MARIE LANHAM
DONALD W STEWART

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
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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