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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

Long Beach, CA • United States

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • 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
Lincoln Financial Advisors Irvine CA 04/2020 08/2022
Mesa Verde Country Club Costa Mesa CA 05/2019 05/2021
Professional Golfer Santa Ana CA 07/2016 10/2019
Fidelity Investments Torrance CA 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 08/2022
    Lincoln Financial Advisors
    Irvine, CA
  • 05/2019 → 05/2021
    Mesa Verde Country Club
    Costa Mesa, CA
  • 07/2016 → 10/2019
    Professional Golfer
    Santa Ana, CA
  • 11/2022 → Present
    Fidelity Investments
    Torrance, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
  • 2021-08-19 → 2022-08-26
    Osaic Fa, Inc.
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-15
  • S66 Uniform Combined State Law Examination
    2021-07-15
Other Names
  • Braden Thomas Duesler
  • Braden Duesler

View on SEC IAPD

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