Best Investors Account Sign in
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

Woodburn, 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
Financial Engines Advisors L.L.C. Santa Clara CA 02/2022 03/2022
Northwestern Mutual Portland OR 06/2021 12/2021
Olive Garden Salem OR 08/2018 Present
West Salem Ata Martial Arts Salem OR 06/2013 06/2018
Red Robin Salem OR 06/2017 06/2018
Fidelity Investments Tigard OR 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 03/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 06/2021 → 12/2021
    Northwestern Mutual
    Portland, OR
  • 08/2018 → Present
    Olive Garden
    Salem, OR
  • 06/2013 → 06/2018
    West Salem Ata Martial Arts
    Salem, OR
  • 06/2017 → 06/2018
    Red Robin
    Salem, OR
  • 03/2022 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2022-09-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tigard, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor