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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-28
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2026-08-28
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States

Los Angeles, 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 Framingham MA 02/2021 Present
Tgi Friday's Marlborough MA 05/2019 05/2020
Stop It Goaltending Marlborough MA 05/2020 04/2021
Worcester State University Worcester MA 09/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Framingham, MA
  • 05/2019 → 05/2020
    Tgi Friday's
    Marlborough, MA
  • 05/2020 → 04/2021
    Stop It Goaltending
    Marlborough, MA
  • 09/2016 → 05/2020
    Worcester State University
    Worcester, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
Other Businesses

OBA-59065|OrgNmn:Stop It Goaltending|Org Addr:Woburn,Massachuse,US|OBA Nature:Ice Hockey training |Invst Rel:N|Title:Employee|Duties: I help the ice hockey goalie instructors by shooting pucks for their drills|StrtDt:05-20-20|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-28
S63 Uniform Securities Agent State Law Examination 2021-11-30
  • S66 Uniform Combined State Law Examination
    2022-05-28
  • S63 Uniform Securities Agent State Law Examination
    2021-11-30

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