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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Vero Beach, FL • United States

821 Beachland Blvd, Vero Beach, FL 32963-1606 • 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 Vero Beach FL 03/2021 Present
Full-Time Education Blooomington IN 09/2020 02/2021
Fidelity Investments Washington DC 06/2020 08/2020
Full-Time Education Bloomington IN 09/2019 05/2020
The Kelly Group Bel Air MD 05/2019 08/2019
Full-Time Education Bloomington IN 09/2018 04/2019
Menards Elkhart IN 05/2018 08/2018
Full-Time Education Elkhart IN 02/2011 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → Present
    Fidelity Investments
    Vero Beach, FL
  • 09/2020 → 02/2021
    Full-Time Education
    Blooomington, IN
  • 06/2020 → 08/2020
    Fidelity Investments
    Washington, DC
  • 09/2019 → 05/2020
    Full-Time Education
    Bloomington, IN
  • 05/2019 → 08/2019
    The Kelly Group
    Bel Air, MD
  • 09/2018 → 04/2019
    Full-Time Education
    Bloomington, IN
  • 05/2018 → 08/2018
    Menards
    Elkhart, IN
  • 02/2011 → 04/2018
    Full-Time Education
    Elkhart, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vero Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-21
S63 Uniform Securities Agent State Law Examination 2021-08-07
  • S66 Uniform Combined State Law Examination
    2021-12-21
  • S63 Uniform Securities Agent State Law Examination
    2021-08-07

View on SEC IAPD

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