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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

Cincinnati, 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
Starbucks Coffee Co. Oh OH 09/2019 04/2024
Fidelity Investments Covington KY 04/2024 Present
Starbucks Coffee Co. Oh OH 09/2017 09/2019
Starbucks Coffee Co. Oh OH 04/2015 09/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 04/2024
    Starbucks Coffee Co.
    Oh, OH
  • 04/2024 → Present
    Fidelity Investments
    Covington, KY
  • 09/2017 → 09/2019
    Starbucks Coffee Co.
    Oh, OH
  • 04/2015 → 09/2017
    Starbucks Coffee Co.
    Oh, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Chester, OH
    Covington, KY
Other Businesses

OBA-108807|OrgNmn:Squid Squad LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Clothing brand - I make t-shir|Invst Rel:N|Title:Partner|Duties:I am one of 2 co-owners. its a fun freetime thing.|StrtDt:04-22-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02

View on SEC IAPD

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