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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

100 Howe Drive, Covington, KY 41015-5000 • 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
Fidelity Investments Covington KY 03/2024 Present
Doodash Cincinnati OH 04/2021 05/2023
Full-Time Education Cincinnati OH 04/2014 12/2020
Usa Balloonatics Cincinnati OH 06/2020 03/2024
Totally Lit Events Cincinnati OH 01/2021 03/2024
Marjorie P. Lee Retirement Community Cincinnati OH 07/2016 02/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Covington, KY
  • 04/2021 → 05/2023
    Doodash
    Cincinnati, OH
  • 04/2014 → 12/2020
    Full-Time Education
    Cincinnati, OH
  • 06/2020 → 03/2024
    Usa Balloonatics
    Cincinnati, OH
  • 01/2021 → 03/2024
    Totally Lit Events
    Cincinnati, OH
  • 07/2016 → 02/2018
    Marjorie P. Lee Retirement Community
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-23
  • S66 Uniform Combined State Law Examination
    2024-08-23

View on SEC IAPD

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