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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 2026-01-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Pacific Grove, CA • United States

553 Munras Ave, Monterey, CA 93940-3004 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel CA 02/2016 10/2017
Bank Of America Pacific Grove CA 10/2017 08/2021
Fidelity Investments Monterey CA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 10/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Carmel, CA
  • 10/2017 → 08/2021
    Bank Of America
    Pacific Grove, CA
  • 08/2021 → Present
    Fidelity Investments
    Monterey, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Monterey, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
  • S66 Uniform Combined State Law Examination
    2022-10-14
Other Names
  • Aviala Tiponya Christine Fields
  • Aviala T Houston
  • Aviala Tiponya Christine Houston

View on SEC IAPD

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