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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Scottsdale, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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 Chandler AZ 07/2020 05/2021
Lululemon Gilbert AZ 08/2019 07/2020
Liongate Business Aquisitions Phoenix AZ 09/2019 12/2019
Quebec Capitales Quebec 06/2019 08/2019
Unemployed Freeland WA 02/2019 06/2019
Lululemon Scottsdale AZ 10/2018 02/2019
Unemployed Scottsdale AZ 09/2018 10/2018
Washington Wild Things Washington PA 07/2018 09/2018
St. Louis Cardinals St. Louis MO 07/2016 08/2018
Kansas State University Manhattan KS 08/2012 12/2017
Fidelity Brokerage Services Llc Chandler AZ 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 05/2021
    Chandler, AZ
  • 08/2019 → 07/2020
    Lululemon
    Gilbert, AZ
  • 09/2019 → 12/2019
    Liongate Business Aquisitions
    Phoenix, AZ
  • 06/2019 → 08/2019
    Quebec Capitales
    Quebec
  • 02/2019 → 06/2019
    Unemployed
    Freeland, WA
  • 10/2018 → 02/2019
    Lululemon
    Scottsdale, AZ
  • 09/2018 → 10/2018
    Unemployed
    Scottsdale, AZ
  • 07/2018 → 09/2018
    Washington Wild Things
    Washington, PA
  • 07/2016 → 08/2018
    St. Louis Cardinals
    St. Louis, MO
  • 08/2012 → 12/2017
    Kansas State University
    Manhattan, KS
  • 06/2021 → Present
    Fidelity Brokerage Services Llc
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-60045|OrgNmn:Athlete Center LLC|Org Addr:Scottsdale,Arizona,US|OBA Nature:Mobile appclication (technolog|Invst Rel:N|Title:CEO & Founder|Duties:Running the mobile app and company|StrtDt:12-10-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-20
  • S66 Uniform Combined State Law Examination
    2021-04-20
Designations

View on SEC IAPD

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