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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-26
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Naperville, IL • 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 Washington DC 06/2020 09/2020
Farmers Fishers Bakery Washington DC 03/2017 06/2017
Panera Washington DC 06/2017 07/2017
Vapiano Washington DC 07/2017 01/2018
Wells Fargo Washington DC 02/2018 01/2019
Afsa Washington DC 12/2018 06/2020
Merrill Lynch Arlington VA 06/2019 08/2019
George Washington University Washington DC 10/2016 05/2017
George Washington University Washington DC 09/2017 05/2018
Bank Of America, N.A. Washington DC 09/2020 02/2022
Fidelity Investments Alexandria VA 02/2022 Present
The George Washington University Washington DC 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 09/2020
    Washington, DC
  • 03/2017 → 06/2017
    Farmers Fishers Bakery
    Washington, DC
  • 06/2017 → 07/2017
    Panera
    Washington, DC
  • 07/2017 → 01/2018
    Vapiano
    Washington, DC
  • 02/2018 → 01/2019
    Wells Fargo
    Washington, DC
  • 12/2018 → 06/2020
    Afsa
    Washington, DC
  • 06/2019 → 08/2019
    Merrill Lynch
    Arlington, VA
  • 10/2016 → 05/2017
    George Washington University
    Washington, DC
  • 09/2017 → 05/2018
    George Washington University
    Washington, DC
  • 09/2020 → 02/2022
    Bank Of America, N.A.
    Washington, DC
  • 02/2022 → Present
    Fidelity Investments
    Alexandria, VA
  • 08/2016 → 05/2020
    The George Washington University
    Washington, DC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2020-09-11

View on SEC IAPD

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