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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Rancho Cucamonga, CA • 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 Ontario CA 07/2011 04/2018
Bank Of America, N.A. Ontario CA 03/2017 04/2018
Jp Morgan Chase Bank, N.A. Rancho Cucamonga CA 04/2018 06/2020
Jp Morgan Securities, Llc Rancho Cucamonga CA 04/2018 06/2020
Wells Fargo Clearing Services, Llc Claremont CA 08/2020 08/2022
Wells Fargo Bank, Na Claremont CA 05/2020 08/2020
Fidelity Investments Salt Lake City UT 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-27
  • S66 Uniform Combined State Law Examination
    2017-02-27
Other Names
  • Nora Jashari Tocani
  • Nora Jashari
  • Nora Ismet Jashari

View on SEC IAPD

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