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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Anaheim, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
Td Ameritrade Long Beach CA 03/2013 06/2019
Kinetic Investment Management, Inc. Los Angeles CA 07/2019 07/2020
Fidelity Investments Houston TX 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2013 → 06/2019
    Td Ameritrade
    Long Beach, CA
  • 07/2019 → 07/2020
    Los Angeles, CA
  • 07/2020 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2019-07-10 → 2020-07-14
    Los Angeles, CA
  • 2013-09-20 → 2019-07-03
    Td Ameritrade, Inc.
    Upland, CA
    Long Beach, CA
  • 2013-09-20 → 2019-07-03
    Td Ameritrade Investment Management, Llc
    Rancho Cucamonga, CA
    Long Beach, CA
Other Businesses

OBA-15782|OrgNmn:Chuckie Mac LLC|Org Addr:Huntington,California,US|OBA Nature:Consulting, no longer working |Invst Rel:N|Title:Owner|Duties:None, no longer working here. Paying off credit card then closing company per Fidelity compliance.|StrtDt:01-08-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-15701|OrgNmn:H.O.P.E. LLC|Org Addr:Norco,California,US|OBA Nature:Dog training and boarding.|Invst Rel:N|Title:CFO and part owner.|Duties:Manage from a distance and occassionally authorize cash disbursement to employees and other owners.|StrtDt:11-28-18|TotHrs/mon:4|TrdHrs/mon:0|OBA-124152|OrgNmn:DUBER LLC|Org Addr:ANAHEIM,California,US|OBA Nature:DOG TRANSPORTATION|Invst Rel:N|Title:OWNER|Duties:MONITOR FINANCIALS|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-18
  • S66 Uniform Combined State Law Examination
    2013-09-18
Other Names
  • Charles Antonio Mccall
  • Charles Mccall

View on SEC IAPD

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