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Josiah Stuhmer

Strategic Advisers LLC

Independence, KY

Covington, 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 2025-11-24
TX RA APPROVED 2025-11-24
  • KY RA
    APPROVED
    Since 2025-11-24
  • TX RA
    APPROVED
    Since 2025-11-24

Branch Locations

Independence, KY • 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
Transformations Llc Independence KY 07/2019 02/2023
Fidelity Investments Covington KY 01/2024 Present
Joseph'S Chapel United Methodist Church Harrodsburg KY 06/2013 07/2021
Hope Pathways Llc - Self Employed Independence KY 10/2019 06/2023
Unemployed Independence KY 06/2023 01/2024
Asbury Theological Seminary Wilmore KY 10/2012 10/2019
Georgetown College Georgetown KY 10/2019 01/2023
Asbury University Wilmore KY 12/2019 03/2020
  • 07/2019 → 02/2023
    Transformations Llc
    Independence, KY
  • 01/2024 → Present
    Fidelity Investments
    Covington, KY
  • 06/2013 → 07/2021
    Joseph'S Chapel United Methodist Church
    Harrodsburg, KY
  • 10/2019 → 06/2023
    Hope Pathways Llc - Self Employed
    Independence, KY
  • 06/2023 → 01/2024
    Unemployed
    Independence, KY
  • 10/2012 → 10/2019
    Asbury Theological Seminary
    Wilmore, KY
  • 10/2019 → 01/2023
    Georgetown College
    Georgetown, KY
  • 12/2019 → 03/2020
    Asbury University
    Wilmore, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2024-04-25
Other Names
  • Josiah Stuhmer
  • Josiah Richard Stuhmer

View on SEC IAPD

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