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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-18
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-18
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Daly City, CA • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

2120 University Ave, Berkeley, CA 94704-1026 • 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
Jp Morgan Securities Llc San Francisco CA 11/2015 12/2021
Jpmorgan Chase Bank San Francisco CA 11/2015 12/2021
Tataki Mission, Llc. San Francisco CA 07/2015 03/2019
Fidelity Investments Berkeley CA 04/2024 Present
Wells Fargo Bank Palo Alto CA 01/2022 10/2023
Flamingo Staging Llc San Francisco CA 04/2022 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 12/2021
    Jp Morgan Securities Llc
    San Francisco, CA
  • 11/2015 → 12/2021
    Jpmorgan Chase Bank
    San Francisco, CA
  • 07/2015 → 03/2019
    Tataki Mission, Llc.
    San Francisco, CA
  • 04/2024 → Present
    Fidelity Investments
    Berkeley, CA
  • 01/2022 → 10/2023
    Wells Fargo Bank
    Palo Alto, CA
  • 04/2022 → 04/2024
    Flamingo Staging Llc
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
    Daly City, CA
Other Businesses

OBA-108893|OrgNmn:Flamingo Staging LLC|Org Addr:San Franci,California,US|OBA Nature:Home Staging for preparing hou|Invst Rel:N|Title:Partner|Duties:Home Staging for preparing houses are selling in the market|StrtDt:04-22-22|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-06
S63 Uniform Securities Agent State Law Examination 2016-01-22
  • S66 Uniform Combined State Law Examination
    2024-08-06
  • S63 Uniform Securities Agent State Law Examination
    2016-01-22
Other Names
  • Wenshi Peng
  • Olivia Shi Peng

View on SEC IAPD

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