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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

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Lincoln, CA • 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
San Francisco State University San Francisco CA 08/2016 05/2017
Lucille's Smokehouse Bbq Rockline CA 06/2017 08/2017
In N Out Roseville CA 06/2017 08/2017
El Torito San Leandro CA 11/2017 05/2018
Sherwin Williams Roseville CA 05/2018 08/2018
Sherwin Williams Fremont CA 09/2018 06/2019
Hines Properties San Francisco CA 06/2019 08/2019
Il Fornaio Roseville CA 10/2019 01/2020
Lazy Dog Fremont CA 01/2020 03/2020
Il Fornaio Roseville CA 10/2020 03/2021
Deanna Martins Cpa Sacramento CA 03/2021 06/2021
Fidelity Investments Roseville CA 07/2021 Present
Unemployed Rocklin CA 04/2020 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2017
    San Francisco State University
    San Francisco, CA
  • 06/2017 → 08/2017
    Lucille's Smokehouse Bbq
    Rockline, CA
  • 06/2017 → 08/2017
    In N Out
    Roseville, CA
  • 11/2017 → 05/2018
    El Torito
    San Leandro, CA
  • 05/2018 → 08/2018
    Sherwin Williams
    Roseville, CA
  • 09/2018 → 06/2019
    Sherwin Williams
    Fremont, CA
  • 06/2019 → 08/2019
    Hines Properties
    San Francisco, CA
  • 10/2019 → 01/2020
    Il Fornaio
    Roseville, CA
  • 01/2020 → 03/2020
    Lazy Dog
    Fremont, CA
  • 10/2020 → 03/2021
    Il Fornaio
    Roseville, CA
  • 03/2021 → 06/2021
    Deanna Martins Cpa
    Sacramento, CA
  • 07/2021 → Present
    Fidelity Investments
    Roseville, CA
  • 04/2020 → 10/2020
    Unemployed
    Rocklin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roseville, CA
Other Businesses

OBA-114077|OrgNmn:FirstGen Founded LLC|Org Addr:Lincoln,California,US|OBA Nature:Real estate rental properties |Invst Rel:Y|Title:Landlord|Duties:Collecting payments from tenants and working with property managers for any outstanding issues. |StrtDt:01-06-25|TotHrs/mon:15|TrdHrs/mon:0|OBA-128880|OrgNmn:Kreations Studio LLC|Org Addr:Sacramento,California,US|OBA Nature:Dance studio|Invst Rel:N|Title:Partner|Duties:My wife will be managing and running the studio, I am just helping her set up the business. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-29
S63 Uniform Securities Agent State Law Examination 2022-01-28
  • S65 Uniform Investment Adviser Law Examination
    2022-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-01-28

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