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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Falls Church, VA • 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
Fidelity Investments Mclean VA 07/2020 Present
Citibank Washington DC 04/2019 07/2020
Enterprise Holdings Woodbridge VA 11/2017 04/2019
Enterprise Holdings Chantilly VA 08/2016 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → Present
    Fidelity Investments
    Mclean, VA
  • 04/2019 → 07/2020
    Citibank
    Washington, DC
  • 11/2017 → 04/2019
    Enterprise Holdings
    Woodbridge, VA
  • 08/2016 → 11/2017
    Enterprise Holdings
    Chantilly, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
Other Businesses

OBA-108502|OrgNmn:Richmond Realty Ventures, LLC|Org Addr:Falls Chur,Virginia,US|OBA Nature:Residential Real Estate Invest|Invst Rel:Y|Title:Partner|Duties:Help Respond to Emails from Property Manager as needed|StrtDt:04-08-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-11
  • S66 Uniform Combined State Law Examination
    2020-12-11
Designations
Other Names
  • Simon Joseph Quinonez
  • Simon Joseph Pardo

View on SEC IAPD

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