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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-05
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2026-08-05
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Pineville, NC • 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
Express Valet Virginia Beach VA 05/2021 06/2021
James Madison University Harrisonburg VA 08/2020 05/2021
Express Valet Virginia Beach VA 05/2020 08/2020
James Madison University Harrisonburg VA 08/2019 05/2020
Express Valet Virginia Beach VA 05/2019 08/2019
James Madison University Harrisonburg VA 08/2018 05/2019
Express Valet Virginia Beach VA 05/2018 08/2018
James Madison University Harrisonburg VA 08/2017 05/2018
Equitable Advisors Richmond VA 06/2021 09/2021
Hickory High School Chesapeake VA 09/2014 06/2017
Fidelity Investments Richmond VA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 06/2021
    Express Valet
    Virginia Beach, VA
  • 08/2020 → 05/2021
    James Madison University
    Harrisonburg, VA
  • 05/2020 → 08/2020
    Express Valet
    Virginia Beach, VA
  • 08/2019 → 05/2020
    James Madison University
    Harrisonburg, VA
  • 05/2019 → 08/2019
    Express Valet
    Virginia Beach, VA
  • 08/2018 → 05/2019
    James Madison University
    Harrisonburg, VA
  • 05/2018 → 08/2018
    Express Valet
    Virginia Beach, VA
  • 08/2017 → 05/2018
    James Madison University
    Harrisonburg, VA
  • 06/2021 → 09/2021
    Equitable Advisors
    Richmond, VA
  • 09/2014 → 06/2017
    Hickory High School
    Chesapeake, VA
  • 10/2021 → Present
    Fidelity Investments
    Richmond, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Richmond, VA
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-23
  • S66 Uniform Combined State Law Examination
    2021-12-23
Other Names
  • Logan Schorr
  • Logan Andrew Schorr

View on SEC IAPD

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