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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-10-06
TX RA APPROVED 2025-10-06
  • KY RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

Branch Locations

Walton, KY • 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
Fidelity Investments Covington KY 05/2024 Present
Enterprise Rent A Car Hebron KY 01/2019 12/2021
Ark Encounter Williamstown KY 07/2016 10/2016
Sr Year Highschool (Homeschool) La Crescent MN 10/2015 05/2017
Mansea Metal Walton KY 08/2023 03/2024
Ark Encounter Williamstown KY 05/2016 12/2018
Tom Wood Auto Group/Sixt Rent A Car Hebron KY 12/2021 05/2024
  • 05/2024 → Present
    Fidelity Investments
    Covington, KY
  • 01/2019 → 12/2021
    Enterprise Rent A Car
    Hebron, KY
  • 07/2016 → 10/2016
    Ark Encounter
    Williamstown, KY
  • 10/2015 → 05/2017
    Sr Year Highschool (Homeschool)
    La Crescent, MN
  • 08/2023 → 03/2024
    Mansea Metal
    Walton, KY
  • 05/2016 → 12/2018
    Ark Encounter
    Williamstown, KY
  • 12/2021 → 05/2024
    Tom Wood Auto Group/Sixt Rent A Car
    Hebron, KY
Other Businesses

OBA-109779|OrgNmn:Appleseed LLC|Org Addr:walton,Kentucky,US|OBA Nature:i make pallet furnature and i |Invst Rel:N|Title:Director|Duties:there are no obligations, i started the LLC because i like the name APPLESEED, and i wanted to be able to brand/trademark my table that i make|StrtDt:07-21-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-01
S63 Uniform Securities Agent State Law Examination 2024-08-27
  • S66 Uniform Combined State Law Examination
    2025-10-01
  • S63 Uniform Securities Agent State Law Examination
    2024-08-27

View on SEC IAPD

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