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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

Elk Grove, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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 Sacramento CA 06/2020 01/2021
Department Of Justice Sacramanto CA 05/2019 05/2020
Unemployed Sacramento CA 04/2019 05/2019
Mountain Mike's Elk Grove CA 02/2019 04/2019
Unemployed Sacramento CA 09/2018 02/2019
Old Navy Sacramento CA 05/2018 09/2018
Domino's Pizza Elk Grove CA 05/2018 08/2018
California State Universtiy Sacramento CA 08/2016 05/2018
Cosumnes River College Sacramento CA 06/2017 06/2018
Bank Of America Sacramento CA 01/2021 02/2022
Fidelity Investments Sacramento CA 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 01/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sacramento, CA
  • 05/2019 → 05/2020
    Department Of Justice
    Sacramanto, CA
  • 04/2019 → 05/2019
    Unemployed
    Sacramento, CA
  • 02/2019 → 04/2019
    Mountain Mike's
    Elk Grove, CA
  • 09/2018 → 02/2019
    Unemployed
    Sacramento, CA
  • 05/2018 → 09/2018
    Old Navy
    Sacramento, CA
  • 05/2018 → 08/2018
    Domino's Pizza
    Elk Grove, CA
  • 08/2016 → 05/2018
    California State Universtiy
    Sacramento, CA
  • 06/2017 → 06/2018
    Cosumnes River College
    Sacramento, CA
  • 01/2021 → 02/2022
    Bank Of America
    Sacramento, CA
  • 02/2022 → Present
    Fidelity Investments
    Sacramento, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Elk Grove, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-18
S63 Uniform Securities Agent State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2023-04-18
  • S63 Uniform Securities Agent State Law Examination
    2022-04-11
Other Names
  • Demi Songnhi To
  • Demi To
  • Demi Song Nhi To

View on SEC IAPD

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