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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

San Mateo, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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
Morgan Stanley Temple Terrace FL 09/2020 03/2023
Christanies Gallery Llc Chandler AZ 01/2019 11/2023
Northern Trust Tempe AZ 01/2018 11/2019
Arizona Billing Solutions Gilbert AZ 06/2016 08/2017
Mesa Community College Mesa AZ 01/2016 07/2017
Arizona State University Tempe AZ 01/2018 05/2020
Depaul University Chicago IL 08/2017 11/2017
Pinstripes Chicago IL 09/2017 11/2017
E*Trade Securities Llc Temple Terrace FL 10/2022 03/2023
Fidelity Investments Palo Alto CA 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 03/2023
    Temple Terrace, FL
  • 01/2019 → 11/2023
    Christanies Gallery Llc
    Chandler, AZ
  • 01/2018 → 11/2019
    Northern Trust
    Tempe, AZ
  • 06/2016 → 08/2017
    Arizona Billing Solutions
    Gilbert, AZ
  • 01/2016 → 07/2017
    Mesa Community College
    Mesa, AZ
  • 01/2018 → 05/2020
    Arizona State University
    Tempe, AZ
  • 08/2017 → 11/2017
    Depaul University
    Chicago, IL
  • 09/2017 → 11/2017
    Pinstripes
    Chicago, IL
  • 10/2022 → 03/2023
    E*Trade Securities Llc
    Temple Terrace, FL
  • 10/2023 → Present
    Fidelity Investments
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
  • 2021-03-17 → 2023-04-06
    Gilbert, AZ
    Gilbert, AZ
    Temple Terrace, FL
Other Businesses

OBA-131412|OrgNmn:Pure Pearl LLC|Org Addr:Maricopa,Arizona,US|OBA Nature:Oral Care Products|Invst Rel:N|Title:Co-founder |Duties:Help with operations including product development, logistics, marketing, and administrative tasks.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-103865|OrgNmn:Christanie Hunter Art|Org Addr:2908 E Bin,Arizona,US|OBA Nature:Art prints and paintings.|Invst Rel:N|Title:Owner|Duties:Paint and sell art online.|StrtDt:01-01-16|TotHrs/mon:5|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-13
  • S66 Uniform Combined State Law Examination
    2021-03-13

View on SEC IAPD

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