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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

Los Angeles, CA • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • 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 Los Angeles CA 06/2021 Present
Unemployment - Edd Ca Los Angeles CA 08/2020 06/2021
Hungry Heart Media, Dba Wondros Los Angeles CA 04/2018 08/2020
Self Employed Los Angeles CA 03/2017 04/2018
Wowmi Llc Los Angeles CA 07/2015 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Los Angeles, CA
  • 08/2020 → 06/2021
    Unemployment - Edd Ca
    Los Angeles, CA
  • 04/2018 → 08/2020
    Hungry Heart Media, Dba Wondros
    Los Angeles, CA
  • 03/2017 → 04/2018
    Self Employed
    Los Angeles, CA
  • 07/2015 → 03/2017
    Wowmi Llc
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-10
S63 Uniform Securities Agent State Law Examination 2021-08-24
  • S66 Uniform Combined State Law Examination
    2022-03-10
  • S63 Uniform Securities Agent State Law Examination
    2021-08-24

View on SEC IAPD

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