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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

Milford, OH • 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
The Us Home Pros Ohio OH 08/2017 11/2017
Lifesafer Ohio OH 12/2017 06/2020
Lifesafer Ohio OH 09/2020 06/2023
Fidelity Investments Covington KY 01/2024 Present
None None OH 03/2016 03/2017
None None OH 06/2023 01/2024
None None OH 07/2017 08/2017
None None OH 06/2020 09/2020
Wholesale Marine Ohio OH 03/2017 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 11/2017
    The Us Home Pros
    Ohio, OH
  • 12/2017 → 06/2020
    Lifesafer
    Ohio, OH
  • 09/2020 → 06/2023
    Lifesafer
    Ohio, OH
  • 01/2024 → Present
    Fidelity Investments
    Covington, KY
  • 03/2016 → 03/2017
    None
    None, OH
  • 06/2023 → 01/2024
    None
    None, OH
  • 07/2017 → 08/2017
    None
    None, OH
  • 06/2020 → 09/2020
    None
    None, OH
  • 03/2017 → 07/2017
    Wholesale Marine
    Ohio, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2024-05-24

View on SEC IAPD

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