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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-08
KY RA APPROVED 2025-09-04
TX RA APPROVED 2025-09-04
  • OH RA
    APPROVED
    Since 2025-09-08
  • KY RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

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
Fidelity Investments Covington KY 05/2024 Present
Chick-Fil-A Newport KY 03/2024 05/2024
Fifth Third Private Bank Cincinnati OH 08/2023 12/2023
Cincinnati Insurance Companies Fairfield OH 05/2022 08/2023
University Of Cincinnati College Of Engineering And Applied Sci Cincinnati OH 08/2021 05/2022
O'BRyans Wine And Spirits Loveland OH 05/2019 08/2021
Ups Cincinnati OH 12/2021 01/2022
Great Wolf Lodge Mason OH 06/2018 07/2018
Chick-Fil-A Newport OH 03/2022 04/2022
Kings Local School District Kings Mills OH 08/2007 05/2020
  • 05/2024 → Present
    Fidelity Investments
    Covington, KY
  • 03/2024 → 05/2024
    Chick-Fil-A
    Newport, KY
  • 08/2023 → 12/2023
    Fifth Third Private Bank
    Cincinnati, OH
  • 05/2022 → 08/2023
    Cincinnati Insurance Companies
    Fairfield, OH
  • 08/2021 → 05/2022
    University Of Cincinnati College Of Engineering And Applied Sci
    Cincinnati, OH
  • 05/2019 → 08/2021
    O'BRyans Wine And Spirits
    Loveland, OH
  • 12/2021 → 01/2022
    Ups
    Cincinnati, OH
  • 06/2018 → 07/2018
    Great Wolf Lodge
    Mason, OH
  • 03/2022 → 04/2022
    Chick-Fil-A
    Newport, OH
  • 08/2007 → 05/2020
    Kings Local School District
    Kings Mills, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-09-11
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-11
Other Names
  • Jack Mchugh
  • Jack Donovan Mchugh

View on SEC IAPD

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