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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-11
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-04-11
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Maple Valley, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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 01/2016 09/2017
Jp Morgan Chase Bank San Francisco CA 01/2016 09/2017
Jpmorgan Chase Bank, N.A Newcastle WA 09/2017 05/2021
Jp Morgan Securities Llc Newcastle WA 09/2017 05/2021
Wells Fargo Clearing Services, Llc Seattle WA 06/2021 01/2024
Wells Fargo Bank, Na Seattle WA 06/2021 01/2024
Fidelity Investments Tukwila WA 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 09/2017
    Jp Morgan Securities Llc
    San Francisco, CA
  • 01/2016 → 09/2017
    Jp Morgan Chase Bank
    San Francisco, CA
  • 09/2017 → 05/2021
    Jpmorgan Chase Bank, N.A
    Newcastle, WA
  • 09/2017 → 05/2021
    Jp Morgan Securities Llc
    Newcastle, WA
  • 06/2021 → 01/2024
    Seattle, WA
  • 06/2021 → 01/2024
    Wells Fargo Bank, Na
    Seattle, WA
  • 01/2024 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
  • 2021-08-27 → 2024-01-26
    Seattle, WA
    Seattle, WA
    Redmond, WA
    Redmond, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-27
S63 Uniform Securities Agent State Law Examination 2016-03-24
  • S66 Uniform Combined State Law Examination
    2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2016-03-24
Other Names
  • Maryam Karimi

View on SEC IAPD

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