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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
OK RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-05
  • OK RA
    APPROVED
    Since 2025-03-31

Branch Locations

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States

Oklahoma City, OK • 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 Nichols Hills OK 06/2024 Present
Archdiocese Of Oklahoma City Oklahoma City OK 05/2017 07/2019
Kfor News 4 Oklahoma City OK 08/2022 12/2022
The Vista, University Of Central Oklahoma, Advisor George Lang Edmond OK 08/2023 05/2024
Ucentral News, University Of Central Oklahoma Edmond OK 08/2023 04/2024
Tazikis Mediterranean Cafe Edmond OK 01/2020 02/2022
University Of Central Oklahoma, Joe Hight Edmond OK 01/2024 05/2024
Guthrie News Leader, The Edmond Way Guthrie OK 06/2023 05/2024
Uco, Edmond Memorial High School, St Elizabeth Ann Seton School Edmond OK 08/2008 05/2024
Red Earth, Inc. Oklahoma City OK 01/2023 05/2024
Red Earth, Inc. Oklahoma City OK 04/2022 08/2022
Legacy Dry Cleaners Edmond OK 08/2022 05/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → Present
    Fidelity Investments
    Nichols Hills, OK
  • 05/2017 → 07/2019
    Archdiocese Of Oklahoma City
    Oklahoma City, OK
  • 08/2022 → 12/2022
    Kfor News 4
    Oklahoma City, OK
  • 08/2023 → 05/2024
    The Vista, University Of Central Oklahoma, Advisor George Lang
    Edmond, OK
  • 08/2023 → 04/2024
    Ucentral News, University Of Central Oklahoma
    Edmond, OK
  • 01/2020 → 02/2022
    Tazikis Mediterranean Cafe
    Edmond, OK
  • 01/2024 → 05/2024
    University Of Central Oklahoma, Joe Hight
    Edmond, OK
  • 06/2023 → 05/2024
    Guthrie News Leader, The Edmond Way
    Guthrie, OK
  • 08/2008 → 05/2024
    Uco, Edmond Memorial High School, St Elizabeth Ann Seton School
    Edmond, OK
  • 01/2023 → 05/2024
    Red Earth, Inc.
    Oklahoma City, OK
  • 04/2022 → 08/2022
    Red Earth, Inc.
    Oklahoma City, OK
  • 08/2022 → 05/2024
    Legacy Dry Cleaners
    Edmond, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nichols Hills, OK
    Guthrie, OK
Other Businesses

OBA-110459|OrgNmn:Stidham Media Group Holdings, Inc|Org Addr:Guthrie,Oklahoma,US|OBA Nature:Local newspapers (Guthrie News|Invst Rel:N|Title:Independent Contractor|Duties:Writing freelance news stories about local events (holidays, festivals, sports etc) and state legislation regarding business. Will not write a|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-110456|OrgNmn:Red Earth, Inc.|Org Addr:Oklahoma C,Oklahoma,US|OBA Nature:Non-profit Native American art|Invst Rel:N|Title:Independent Contractor|Duties:Occasional videography for events and video editing for social media videos|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2024-10-09
Other Names
  • Samuel L Kozlowski
  • Samuel Kozlowski

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