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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
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Highland Heights, KY • 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
Nkcac Newport KY 08/2021 01/2022
Firehouse Subs Ky KY 09/2017 11/2017
Student Alexandria KY 03/2013 05/2017
Kimberly Lynn Childcare Development Center Cold Spring KY 03/2019 06/2019
Tj Maxx Newport KY 10/2018 12/2018
Kindercare Ky KY 07/2019 08/2021
Kroger Ky KY 01/2018 09/2018
Campbell County High School Ky KY 01/2019 03/2019
St. Elizabeth Healthcare Ky KY 02/2022 09/2022
Tri-State Gastroenterology Ky KY 09/2022 03/2024
Campbell County Athletics Department Ky KY 11/2017 01/2018
Fidelity Investments Covington KY 03/2024 Present
Larosa'S Pizzaria Ky KY 05/2017 09/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 01/2022
    Nkcac
    Newport, KY
  • 09/2017 → 11/2017
    Firehouse Subs
    Ky, KY
  • 03/2013 → 05/2017
    Student
    Alexandria, KY
  • 03/2019 → 06/2019
    Kimberly Lynn Childcare Development Center
    Cold Spring, KY
  • 10/2018 → 12/2018
    Tj Maxx
    Newport, KY
  • 07/2019 → 08/2021
    Kindercare
    Ky, KY
  • 01/2018 → 09/2018
    Kroger
    Ky, KY
  • 01/2019 → 03/2019
    Campbell County High School
    Ky, KY
  • 02/2022 → 09/2022
    St. Elizabeth Healthcare
    Ky, KY
  • 09/2022 → 03/2024
    Tri-State Gastroenterology
    Ky, KY
  • 11/2017 → 01/2018
    Campbell County Athletics Department
    Ky, KY
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 05/2017 → 09/2017
    Larosa'S Pizzaria
    Ky, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-04
S63 Uniform Securities Agent State Law Examination 2024-06-10
  • S66 Uniform Combined State Law Examination
    2025-02-04
  • S63 Uniform Securities Agent State Law Examination
    2024-06-10

View on SEC IAPD

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