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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

Dana Point, 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
Full-Time Student Arlington Heights IL 09/2006 06/2018
Sirva Worldwide Relocation & Moving Oakbrook Terrace IL 06/2019 08/2019
University Of Redlands Redlands CA 09/2018 04/2022
Citrus Wealth Management Redlands CA 03/2021 10/2022
Arlington Heights Park District Arlington Heights IL 10/2015 08/2018
Dreams Gymnastics And Dance Glenview IL 01/2017 08/2018
Raymond James Financial Services, Inc. Redlands CA 03/2022 10/2022
Concurrent Advisors Redlands CA 03/2022 10/2022
Raymond James Financial Services, Inc. Redlands CA 02/2021 02/2022
Raymond James Financial Services Advisors, Inc. Redlands CA 06/2022 10/2022
Fidelity Investments Dana Point CA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2006 → 06/2018
    Full-Time Student
    Arlington Heights, IL
  • 06/2019 → 08/2019
    Sirva Worldwide Relocation & Moving
    Oakbrook Terrace, IL
  • 09/2018 → 04/2022
    University Of Redlands
    Redlands, CA
  • 03/2021 → 10/2022
    Citrus Wealth Management
    Redlands, CA
  • 10/2015 → 08/2018
    Arlington Heights Park District
    Arlington Heights, IL
  • 01/2017 → 08/2018
    Dreams Gymnastics And Dance
    Glenview, IL
  • 03/2022 → 10/2022
    Raymond James Financial Services, Inc.
    Redlands, CA
  • 03/2022 → 10/2022
    Concurrent Advisors
    Redlands, CA
  • 02/2021 → 02/2022
    Raymond James Financial Services, Inc.
    Redlands, CA
  • 06/2022 → 10/2022
    Redlands, CA
  • 10/2022 → Present
    Fidelity Investments
    Dana Point, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-113891|OrgNmn:Travel Blog|Org Addr:Dana Point,California,US|OBA Nature:Travel Blog|Invst Rel:N|Title:Blog Founder|Duties:Writing|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-29
  • S66 Uniform Combined State Law Examination
    2022-06-29
Other Names
  • Erica Lauren Schickerling
  • Erica Schickerling

View on SEC IAPD

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