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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States

Sylvania, OH • 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
Fidelity Investments Perrysburg OH 10/2023 Present
Tdc Investment Advisory Maumee OH 05/2022 07/2023
Pnc Bank Maumee OH 09/2015 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Perrysburg, OH
  • 05/2022 → 07/2023
    Tdc Investment Advisory
    Maumee, OH
  • 09/2015 → 05/2022
    Pnc Bank
    Maumee, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Perrysburg, OH
    Sylvania, OH
Other Businesses

OBA-111641|OrgNmn:GreyKey Merchandising, LLC|Org Addr:Whitehouse,Ohio,US|OBA Nature:Concert Vending and Merchandis|Invst Rel:N|Title:Stand Captain|Duties:Sales Represenative, counting inventory|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-17
  • S66 Uniform Combined State Law Examination
    2024-09-17
Other Names
  • Brittney Sullivan

View on SEC IAPD

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