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

Branch Locations

Whittier, 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
Wells Fargo Clearing Services, Llc South Gate CA 02/2020 01/2021
Wells Fargo Bank, Na South Gate CA 01/2019 12/2022
Us Bank Long Beach CA 08/2017 01/2019
Sherwin-Williams Anahiem CA 12/2016 06/2017
Harrington Industrial Plastics Anahiem CA 10/2016 11/2016
Casa Linda Inc Montebello CA 10/2016 10/2016
Freedom Medical Anahiem CA 01/2016 09/2016
Cerritos College Norwalk CA 09/2012 07/2021
Wells Fargo Clearing Services, Llc South Gate CA 09/2021 12/2022
Fidelity Investments Whittier CA 04/2023 Present
Unemployed Whittier CA 12/2022 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 01/2021
    South Gate, CA
  • 01/2019 → 12/2022
    Wells Fargo Bank, Na
    South Gate, CA
  • 08/2017 → 01/2019
    Us Bank
    Long Beach, CA
  • 12/2016 → 06/2017
    Sherwin-Williams
    Anahiem, CA
  • 10/2016 → 11/2016
    Harrington Industrial Plastics
    Anahiem, CA
  • 10/2016 → 10/2016
    Casa Linda Inc
    Montebello, CA
  • 01/2016 → 09/2016
    Freedom Medical
    Anahiem, CA
  • 09/2012 → 07/2021
    Cerritos College
    Norwalk, CA
  • 09/2021 → 12/2022
    South Gate, CA
  • 04/2023 → Present
    Fidelity Investments
    Whittier, CA
  • 12/2022 → 03/2023
    Unemployed
    Whittier, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Whittier, CA
  • 2022-03-04 → 2023-01-05
    El Segundo, CA
    South Gate, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2022-03-04
Other Names
  • Osvaldo Rafael Sicairos
  • Osvaldo Sicairos

View on SEC IAPD

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