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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Hyattsville, MD • 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
Abercrombie And Fitch Manchester NH 02/2017 04/2017
Finishline Manchester NH 04/2017 03/2018
Nike Merrimack NH 03/2018 05/2018
Southern New Hampshire University Hooksett NH 09/2014 12/2018
Nike Merrimack NH 10/2018 03/2019
Allstate Manchester NH 01/2019 03/2019
Fidelity Investments Merrimack NH 03/2019 07/2020
Apple Inc Nashua NH 03/2019 07/2020
Fidelity Investments Merrimack NH 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 04/2017
    Abercrombie And Fitch
    Manchester, NH
  • 04/2017 → 03/2018
    Finishline
    Manchester, NH
  • 03/2018 → 05/2018
    Nike
    Merrimack, NH
  • 09/2014 → 12/2018
    Southern New Hampshire University
    Hooksett, NH
  • 10/2018 → 03/2019
    Nike
    Merrimack, NH
  • 01/2019 → 03/2019
    Allstate
    Manchester, NH
  • 03/2019 → 07/2020
    Fidelity Investments
    Merrimack, NH
  • 03/2019 → 07/2020
    Apple Inc
    Nashua, NH
  • 07/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Washington, DC
Other Businesses

OBA-13175|OrgNmn:none|Org Addr:Hyattsvill,Maryland,US|OBA Nature:Buy, sell Luxury iteams like S|Invst Rel:N|Title:buy and sell sneakers/ Watches|Duties:buy and sell sneakers|StrtDt:12-31-14|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-29
S63 Uniform Securities Agent State Law Examination 2021-03-25
  • S66 Uniform Combined State Law Examination
    2021-12-29
  • S63 Uniform Securities Agent State Law Examination
    2021-03-25

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