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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4389 Walnut St., Beavercreek, OH 45440-1491 • United States

Kettering, OH • United States

70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • 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
Un Employed Dayton OH 01/2024 02/2024
Heidelberg Distributing Ohio OH 04/2013 04/2019
Fidelity Investments Beavercreek OH 02/2024 Present
Boston Beer Company Ma MA 10/2019 12/2023
Champion K9 Dog Training Oh OH 07/2017 12/2018
Tafts Brewing Co Ohio OH 04/2019 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → 02/2024
    Un Employed
    Dayton, OH
  • 04/2013 → 04/2019
    Heidelberg Distributing
    Ohio, OH
  • 02/2024 → Present
    Fidelity Investments
    Beavercreek, OH
  • 10/2019 → 12/2023
    Boston Beer Company
    Ma, MA
  • 07/2017 → 12/2018
    Champion K9 Dog Training
    Oh, OH
  • 04/2019 → 10/2023
    Tafts Brewing Co
    Ohio, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dayton, OH
    Kettering, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-05
  • S66 Uniform Combined State Law Examination
    2024-07-05
Other Names
  • Mike Hall

View on SEC IAPD

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