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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Brentwood, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • 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
Bank Of America Danville CA 10/2016 06/2021
Fidelity Brokerage Services Llc Walnut Creek CA 06/2021 Present
Las Positas College Livermore CA 01/2021 Present
Unip - Universidade Paulista Brasilia 07/2020 12/2020
Unemployed Brentwood CA 08/2016 10/2016
Olson Family Pleasanton CA 05/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 06/2021
    Bank Of America
    Danville, CA
  • 06/2021 → Present
    Fidelity Brokerage Services Llc
    Walnut Creek, CA
  • 01/2021 → Present
    Las Positas College
    Livermore, CA
  • 07/2020 → 12/2020
    Unip - Universidade Paulista
    Brasilia
  • 08/2016 → 10/2016
    Unemployed
    Brentwood, CA
  • 05/2016 → 10/2016
    Olson Family
    Pleasanton, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-29
  • S66 Uniform Combined State Law Examination
    2021-01-29
Other Names
  • Pauline Garcia Da Cunha
  • Pauline Garcia Brasileira

View on SEC IAPD

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