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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Hamilton, 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 Covington KY 11/2023 Present
Zales The Diamond Store West Chester OH 03/2019 10/2023
Hidden Falls Media West Chester OH 07/2023 10/2023
Us Bank West Chester OH 08/2022 07/2023
Dillards West Chester OH 03/2022 08/2022
Bob Evans Sharonville OH 05/2014 03/2021
Miami University Oxford OH 09/2019 01/2020
Buffalo Wild Wings Cincinnati OH 09/2017 04/2019
Rogers Jewelers West Chester OH 04/2018 03/2019
Art Of Shaving West Chester OH 01/2018 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2019 → 10/2023
    Zales The Diamond Store
    West Chester, OH
  • 07/2023 → 10/2023
    Hidden Falls Media
    West Chester, OH
  • 08/2022 → 07/2023
    Us Bank
    West Chester, OH
  • 03/2022 → 08/2022
    Dillards
    West Chester, OH
  • 05/2014 → 03/2021
    Bob Evans
    Sharonville, OH
  • 09/2019 → 01/2020
    Miami University
    Oxford, OH
  • 09/2017 → 04/2019
    Buffalo Wild Wings
    Cincinnati, OH
  • 04/2018 → 03/2019
    Rogers Jewelers
    West Chester, OH
  • 01/2018 → 09/2018
    Art Of Shaving
    West Chester, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-104804|OrgNmn:Door Dash|Org Addr:Hamilton,Ohio,US|OBA Nature:Food Delivery Service|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food whenevr I decide that I want to|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-104355|OrgNmn:Notary|Org Addr:Hamilton,Ohio,US|OBA Nature:My commission expires in may o|Invst Rel:N|Title:Notary |Duties:Notaries if I decide to do them. No real obligations|StrtDt:06-14-23|TotHrs/mon:3|TrdHrs/mon:0|OBA-108255|OrgNmn:Skyline|Org Addr:West Chest,Ohio,US|OBA Nature:Restaurant|Invst Rel:N|Title:Server|Duties:Taking orders and serving customers.|StrtDt:04-01-24|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-20
  • S66 Uniform Combined State Law Examination
    2024-03-20

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