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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bradenton, FL • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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
Equitable Advisors Llc Jacksonville FL 07/2020 07/2021
Florida State University Tallahassee FL 06/2016 05/2020
Chili's Grill And Bar Tallahassee FL 06/2020 08/2020
Brick Haus Pizza And Pub Tallahassee FL 07/2018 05/2020
Fidelity Investments Jacksonville FL 08/2021 Present
Pig-Sty Bbq Lake Worth FL 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 07/2021
    Equitable Advisors Llc
    Jacksonville, FL
  • 06/2016 → 05/2020
    Florida State University
    Tallahassee, FL
  • 06/2020 → 08/2020
    Chili's Grill And Bar
    Tallahassee, FL
  • 07/2018 → 05/2020
    Brick Haus Pizza And Pub
    Tallahassee, FL
  • 08/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 06/2017 → 08/2017
    Pig-Sty Bbq
    Lake Worth, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2021-12-07

View on SEC IAPD

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