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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Tustin, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
Oakland Athletics Oakland CA 05/2017 08/2017
Oakland Athletics Oakland CA 05/2018 08/2018
Leadership Inspirations Brea CA 05/2018 08/2018
Citizens Business Bank Laguna Niguel CA 02/2019 06/2019
Leadership Inspirations Brea CA 10/2019 03/2020
Chapman University Orange CA 08/2016 05/2017
Chapman University Orange CA 08/2017 05/2018
Chapman University Orange CA 08/2018 02/2019
St. Louis Cardinals Jupiter FL 06/2019 10/2019
St. Louis Cardinals Juipter FL 03/2020 06/2020
Leadership Inspirations Brea CA 10/2019 03/2020
Unemployed Orange CA 06/2020 09/2020
Fidelity Investments Irvine CA 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    Oakland Athletics
    Oakland, CA
  • 05/2018 → 08/2018
    Oakland Athletics
    Oakland, CA
  • 05/2018 → 08/2018
    Leadership Inspirations
    Brea, CA
  • 02/2019 → 06/2019
    Citizens Business Bank
    Laguna Niguel, CA
  • 10/2019 → 03/2020
    Leadership Inspirations
    Brea, CA
  • 08/2016 → 05/2017
    Chapman University
    Orange, CA
  • 08/2017 → 05/2018
    Chapman University
    Orange, CA
  • 08/2018 → 02/2019
    Chapman University
    Orange, CA
  • 06/2019 → 10/2019
    St. Louis Cardinals
    Jupiter, FL
  • 03/2020 → 06/2020
    St. Louis Cardinals
    Juipter, FL
  • 10/2019 → 03/2020
    Leadership Inspirations
    Brea, CA
  • 06/2020 → 09/2020
    Unemployed
    Orange, CA
  • 09/2020 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-15
S63 Uniform Securities Agent State Law Examination 2021-01-15
  • S66 Uniform Combined State Law Examination
    2021-03-15
  • S63 Uniform Securities Agent State Law Examination
    2021-01-15

View on SEC IAPD

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