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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Mays Landing, NJ • 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
Securian Financial Services Inc St Paul MN 12/2020 11/2021
Minnesota Life Insurance Co St Paul MN 12/2020 11/2021
Allied Wealth Partners Mt Laurel NJ 12/2020 11/2021
Philadelphia Police Department Philadelphia PA 03/2017 10/2020
Ez Living Clothing, Llc. Brigantine NJ 09/2015 03/2017
Goochie Brothers, Llc. Brigantine NJ 06/2011 02/2017
Applebee's Somers Point NJ 11/2021 Present
Fidelity Investments Egg Harbor Twp NJ 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → 11/2021
    Securian Financial Services Inc
    St Paul, MN
  • 12/2020 → 11/2021
    Minnesota Life Insurance Co
    St Paul, MN
  • 12/2020 → 11/2021
    Allied Wealth Partners
    Mt Laurel, NJ
  • 03/2017 → 10/2020
    Philadelphia Police Department
    Philadelphia, PA
  • 09/2015 → 03/2017
    Ez Living Clothing, Llc.
    Brigantine, NJ
  • 06/2011 → 02/2017
    Goochie Brothers, Llc.
    Brigantine, NJ
  • 11/2021 → Present
    Applebee's
    Somers Point, NJ
  • 01/2022 → Present
    Fidelity Investments
    Egg Harbor Twp, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Egg Harbor Twp, NJ
    Brigantine, NJ
  • 2021-04-08 → 2021-12-10
    Securian Financial Services, Inc.
    Mt Laurel, NJ
    Manasquan, NJ
Other Businesses

OBA-96170|OrgNmn:Etsy|Org Addr:Mays Landi,New Jersey,US|OBA Nature:I made some printable digital |Invst Rel:N|Title:Content Creator|Duties:I make the content and upload them to Etsy.com for digital download for whoever makes the purchase.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-26
  • S66 Uniform Combined State Law Examination
    2021-02-26

View on SEC IAPD

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