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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Tualatin, OR • 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
Ameriprise Financial Services, Llc West Linn OR 05/2021 07/2022
Fisher Investments Camas WA 12/2020 06/2021
Newberg Chevrolet Newberg OR 07/2018 12/2020
Portland State University Portland OR 09/2016 05/2020
Fidelity Investments Tigard OR 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 07/2022
    Ameriprise Financial Services, Llc
    West Linn, OR
  • 12/2020 → 06/2021
    Fisher Investments
    Camas, WA
  • 07/2018 → 12/2020
    Newberg Chevrolet
    Newberg, OR
  • 09/2016 → 05/2020
    Portland State University
    Portland, OR
  • 08/2022 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
  • S66 Uniform Combined State Law Examination
    2022-10-14

View on SEC IAPD

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