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 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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
City Year Boston Boston MA 07/2018 05/2019
Solace Home Renovations, Llc Sidney OH 04/2023 04/2023
Fidelity Investments Covington KY 06/2024 Present
Cincinnati Public Schools (Gamble Montessori High School) Cincinnati OH 08/2023 05/2024
Unemployed Piqua OH 05/2023 08/2023
J'S Cuisine Troy OH 05/2020 07/2022
Kumon Math And Reading Center Columbus OH 05/2018 07/2018
Unemployed Piqua OH 07/2022 03/2023
Ohio State Univerisity Columbus OH 08/2013 05/2018
Piqua High School Piqua OH 03/2023 05/2023
Ohio State University Columbus OH 08/2015 05/2018
Johns Hopkins Center For Talented Youth Baltimore MD 07/2018 07/2018
Harvard Graduate School Of Education Cambridge MA 05/2019 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 05/2019
    City Year Boston
    Boston, MA
  • 04/2023 → 04/2023
    Solace Home Renovations, Llc
    Sidney, OH
  • 06/2024 → Present
    Fidelity Investments
    Covington, KY
  • 08/2023 → 05/2024
    Cincinnati Public Schools (Gamble Montessori High School)
    Cincinnati, OH
  • 05/2023 → 08/2023
    Unemployed
    Piqua, OH
  • 05/2020 → 07/2022
    J'S Cuisine
    Troy, OH
  • 05/2018 → 07/2018
    Kumon Math And Reading Center
    Columbus, OH
  • 07/2022 → 03/2023
    Unemployed
    Piqua, OH
  • 08/2013 → 05/2018
    Ohio State Univerisity
    Columbus, OH
  • 03/2023 → 05/2023
    Piqua High School
    Piqua, OH
  • 08/2015 → 05/2018
    Ohio State University
    Columbus, OH
  • 07/2018 → 07/2018
    Johns Hopkins Center For Talented Youth
    Baltimore, MD
  • 05/2019 → 05/2020
    Harvard Graduate School Of Education
    Cambridge, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cincinnati, OH
    Covington, KY
Other Businesses

OBA-110550|OrgNmn:3J Estate LLC|Org Addr:Piqua,Ohio,US|OBA Nature:My sisters and I bought a rent|Invst Rel:Y|Title:Officer|Duties:Everything is set up through autopay and help from my sisters so this is a passive investment for me. I may have to make phone calls to a hand|StrtDt:05-28-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-110572|OrgNmn:Hesed Rentals LLC|Org Addr:Piqua,Ohio,US|OBA Nature:Made to hold rental property|Invst Rel:Y|Title:owner|Duties:Nothing. It is an empty company. There has been zero activity. I do not plan on buying rental property for this. It's just an LLC I created, b|StrtDt:08-23-22|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-111724|OrgNmn:Private Math Tutor & Piano Lessons|Org Addr:Cincinnati,Ohio,US|OBA Nature:Math Tutor & Piano Lessons|Invst Rel:N|Title:Sole Proprietor|Duties:Tutor math and teach piano lessons|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-25
  • S66 Uniform Combined State Law Examination
    2024-10-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor