Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-02
TX RA APPROVED 2025-06-26
  • OH RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED
    Since 2025-06-26

Branch Locations

3805 Edwards Rd Rookwood Tower Ste 110 & Ste 600, Cincinnati, OH 45209-1900 • United States

Cincinnati, 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
Salmon River Restoration Council Ca CA 01/2020 12/2022
Home Harvest Pg Llc Oh OH 01/2022 01/2024
Humboldt Cannabis Farms Defunct CA 01/2014 01/2021
Third Generation Restoration Llc Oh OH 11/2023 01/2024
Fidelity Investments Covington KY 02/2024 Present
Norcal Business Management Serivces Ca CA 02/2021 02/2023
  • 01/2020 → 12/2022
    Salmon River Restoration Council
    Ca, CA
  • 01/2022 → 01/2024
    Home Harvest Pg Llc
    Oh, OH
  • 01/2014 → 01/2021
    Humboldt Cannabis Farms
    Defunct, CA
  • 11/2023 → 01/2024
    Third Generation Restoration Llc
    Oh, OH
  • 02/2024 → Present
    Fidelity Investments
    Covington, KY
  • 02/2021 → 02/2023
    Norcal Business Management Serivces
    Ca, CA
Other Businesses

OBA-109530|OrgNmn:Humboldt Seed Company|Org Addr:Orleans,California,US|OBA Nature:Helping with seed sales and ev|Invst Rel:N|Title:Volunteer|Duties:Helping my girlfriend with seed sales and going to her with events to help setup|StrtDt:05-27-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-14
S63 Uniform Securities Agent State Law Examination 2024-07-09
  • S66 Uniform Combined State Law Examination
    2025-05-14
  • S63 Uniform Securities Agent State Law Examination
    2024-07-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor