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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-06-02
TX RA APPROVED 2025-06-02
  • RI RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-02

Branch Locations

Warwick, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 11/2023 Present
Bally's Twin River Casino Lincoln RI 03/2016 10/2023
  • 11/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2016 → 10/2023
    Bally's Twin River Casino
    Lincoln, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15
Other Names
  • K-L Blackwell

View on SEC IAPD

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