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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-24
TX RA APPROVED 2026-04-24
  • CA RA
    APPROVED
    Since 2026-04-24
  • TX RA
    APPROVED
    Since 2026-04-24

Branch Locations

Los Angeles, CA • 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
Merrill Lynch Los Angeles CA 05/2023 12/2024
Fidelity Investments Sacramento CA 03/2026 Present
In Home Supportive Service Los Angeles CA 01/2024 03/2026
24 Hour Home Care Los Angeles CA 12/2025 12/2025
Lyft Los Angeles CA 08/2016 06/2021
Wells Fargo Bank Beverly Hills CA 07/2014 05/2023
Lyft Los Angeles CA 08/2025 03/2026
  • 05/2023 → 12/2024
    Merrill Lynch
    Los Angeles, CA
  • 03/2026 → Present
    Fidelity Investments
    Sacramento, CA
  • 01/2024 → 03/2026
    In Home Supportive Service
    Los Angeles, CA
  • 12/2025 → 12/2025
    24 Hour Home Care
    Los Angeles, CA
  • 08/2016 → 06/2021
    Lyft
    Los Angeles, CA
  • 07/2014 → 05/2023
    Wells Fargo Bank
    Beverly Hills, CA
  • 08/2025 → 03/2026
    Lyft
    Los Angeles, CA
Previous Registrations
Other Businesses

OBA-128313|OrgNmn:Lyft|Org Addr:san franci,California,US|OBA Nature:Provide transportation service|Invst Rel:N|Title:Ride share driver|Duties:Driving passenger|StrtDt:08-01-25|TotHrs/mon:40|TrdHrs/mon:0|OBA-128298|OrgNmn:In Home supportive service (IHSS)|Org Addr:Los Angele,California,US|OBA Nature:it is a Home care support prog|Invst Rel:N|Title:Home care provider|Duties:Taking care of my father|StrtDt:01-01-24|TotHrs/mon:123|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-10
  • S66 Uniform Combined State Law Examination
    2022-02-10

View on SEC IAPD

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