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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Arlington Heights, IL • 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 Deerfield IL 08/2020 06/2021
Unemployed Chicago IL 03/2020 07/2020
Mass Mutual Chicago IL 11/2019 02/2020
Depaul University Chicago IL 01/2018 11/2019
Pizza Hut Lake Zurich IL 12/2017 02/2018
Depaul University Chicago IL 04/2017 11/2017
Jimmy Johns Barrington IL 08/2016 02/2017
Fidelity Investments Chicago IL 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 06/2021
    Deerfield, IL
  • 03/2020 → 07/2020
    Unemployed
    Chicago, IL
  • 11/2019 → 02/2020
    Mass Mutual
    Chicago, IL
  • 01/2018 → 11/2019
    Depaul University
    Chicago, IL
  • 12/2017 → 02/2018
    Pizza Hut
    Lake Zurich, IL
  • 04/2017 → 11/2017
    Depaul University
    Chicago, IL
  • 08/2016 → 02/2017
    Jimmy Johns
    Barrington, IL
  • 07/2021 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2021-01-11 → 2021-06-07
    Deerfield, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-14
  • S66 Uniform Combined State Law Examination
    2020-12-14

View on SEC IAPD

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