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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-07-17
TX RA APPROVED 2025-07-16
  • TN RA
    APPROVED
    Since 2025-07-17
  • TX RA
    APPROVED
    Since 2025-07-16

Branch Locations

Nashville, TN • United States

1610 West End Avenue Suite 103, Nashville, TN 37203-3225 • 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 Nashville TN 10/2023 Present
Wells Fargo Nashville TN 09/2023 10/2023
The Palm Nashville TN 11/2022 09/2023
Outback Steakhouse Brentwood TN 08/2022 10/2022
Outback Steakhouse St. Augustine FL 08/2020 08/2021
Bags Inc Orlando FL 06/2019 08/2019
Flagler College St. Augustine FL 08/2019 08/2020
Flagler College St. Augustine FL 08/2017 06/2019
N/A Orlando FL 09/2013 08/2017
Flagler College St. Augustine FL 08/2021 06/2022
  • 10/2023 → Present
    Fidelity Investments
    Nashville, TN
  • 09/2023 → 10/2023
    Wells Fargo
    Nashville, TN
  • 11/2022 → 09/2023
    The Palm
    Nashville, TN
  • 08/2022 → 10/2022
    Outback Steakhouse
    Brentwood, TN
  • 08/2020 → 08/2021
    Outback Steakhouse
    St. Augustine, FL
  • 06/2019 → 08/2019
    Bags Inc
    Orlando, FL
  • 08/2019 → 08/2020
    Flagler College
    St. Augustine, FL
  • 08/2017 → 06/2019
    Flagler College
    St. Augustine, FL
  • 09/2013 → 08/2017
    N/A
    Orlando, FL
  • 08/2021 → 06/2022
    Flagler College
    St. Augustine, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
S63 Uniform Securities Agent State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-12-02
  • S63 Uniform Securities Agent State Law Examination
    2024-03-01

View on SEC IAPD

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