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

Branch Locations

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

Hermosa Beach, CA • 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 Torrance CA 02/2021 Present
Dylan Kim Photography Manhattan Beach CA 09/2015 09/2019
Lin And Jirsa Tustin CA 06/2019 01/2021
Ml Commercial Properties El Segundo CA 10/2020 01/2021
Vans Boston MA 02/2018 05/2018
Boston University Boston MA 09/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Torrance, CA
  • 09/2015 → 09/2019
    Dylan Kim Photography
    Manhattan Beach, CA
  • 06/2019 → 01/2021
    Lin And Jirsa
    Tustin, CA
  • 10/2020 → 01/2021
    Ml Commercial Properties
    El Segundo, CA
  • 02/2018 → 05/2018
    Vans
    Boston, MA
  • 09/2015 → 05/2019
    Boston University
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-01
S63 Uniform Securities Agent State Law Examination 2021-09-10
  • S66 Uniform Combined State Law Examination
    2022-04-01
  • S63 Uniform Securities Agent State Law Examination
    2021-09-10

View on SEC IAPD

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