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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-03
TX RA APPROVED 2025-06-03
  • IL RA
    APPROVED
    Since 2025-06-03
  • TX RA
    APPROVED
    Since 2025-06-03

Branch Locations

Chicago, IL • United States

401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • 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
Jpmorgan Chase Bank, N.A. Chicago IL 01/2020 04/2025
Fidelity Investments Chicago IL 05/2025 Present
Uber Freights Chicago IL 07/2017 12/2019
Uber Eats Chicago IL 08/2016 06/2017
J.P. Morgan Securities Llc Chicago IL 01/2020 04/2025
  • 01/2020 → 04/2025
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 05/2025 → Present
    Fidelity Investments
    Chicago, IL
  • 07/2017 → 12/2019
    Uber Freights
    Chicago, IL
  • 08/2016 → 06/2017
    Uber Eats
    Chicago, IL
  • 01/2020 → 04/2025
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
S63 Uniform Securities Agent State Law Examination 2020-03-13
  • S66 Uniform Combined State Law Examination
    2022-04-15
  • S63 Uniform Securities Agent State Law Examination
    2020-03-13

View on SEC IAPD

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