Best Investors Account Sign in
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

Fort Wright, 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 06/2024 Present
Morehead Parks And Recreation Morehead KY 05/2024 06/2024
Unemployed Morehead KY 01/2014 08/2020
Kroger Morehead KY 06/2023 08/2023
Midway University Midway KY 08/2023 05/2024
Midway University Midway KY 08/2020 06/2023
  • 06/2024 → Present
    Fidelity Investments
    Covington, KY
  • 05/2024 → 06/2024
    Morehead Parks And Recreation
    Morehead, KY
  • 01/2014 → 08/2020
    Unemployed
    Morehead, KY
  • 06/2023 → 08/2023
    Kroger
    Morehead, KY
  • 08/2023 → 05/2024
    Midway University
    Midway, KY
  • 08/2020 → 06/2023
    Midway University
    Midway, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
S63 Uniform Securities Agent State Law Examination 2024-10-29
  • S66 Uniform Combined State Law Examination
    2025-09-30
  • S63 Uniform Securities Agent State Law Examination
    2024-10-29

View on SEC IAPD

More in Fort Wright, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor