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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-11-25
OH RA APPROVED 2025-11-25
TX RA APPROVED 2025-11-25
  • KY RA
    APPROVED
    Since 2025-11-25
  • OH RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

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
Potbelly Sandwichs Columbus OH 03/2018 09/2021
Romeos Pizza Ohio OH 11/2017 03/2018
Carfagnas Columbus OH 09/2021 06/2024
Skyzone Trampoline Park Ohio OH 04/2016 06/2017
Fidelity Investments Covington KY 06/2024 Present
Unemployed Lewis Center OH 06/2017 11/2017
  • 03/2018 → 09/2021
    Potbelly Sandwichs
    Columbus, OH
  • 11/2017 → 03/2018
    Romeos Pizza
    Ohio, OH
  • 09/2021 → 06/2024
    Carfagnas
    Columbus, OH
  • 04/2016 → 06/2017
    Skyzone Trampoline Park
    Ohio, OH
  • 06/2024 → Present
    Fidelity Investments
    Covington, KY
  • 06/2017 → 11/2017
    Unemployed
    Lewis Center, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2024-08-30
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2024-08-30

View on SEC IAPD

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