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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Hotel Solaire Los Angeles CA 10/2018 02/2019
Steico Industries Oceanside CA 02/2019 09/2019
At&T Mobility Encinitas CA 09/2019 07/2021
Bellevue High School Bellevue WA 09/2014 06/2018
Doordash San Diego CA 09/2019 02/2021
Panera Bread Bellevue WA 02/2017 04/2017
Fidelity Investments Jacksonville FL 09/2021 Present
Unemployed Jacksonville FL 07/2021 10/2021
Unemployed Los Angeles CA 06/2018 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → 02/2019
    Hotel Solaire
    Los Angeles, CA
  • 02/2019 → 09/2019
    Steico Industries
    Oceanside, CA
  • 09/2019 → 07/2021
    At&T Mobility
    Encinitas, CA
  • 09/2014 → 06/2018
    Bellevue High School
    Bellevue, WA
  • 09/2019 → 02/2021
    Doordash
    San Diego, CA
  • 02/2017 → 04/2017
    Panera Bread
    Bellevue, WA
  • 09/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2021 → 10/2021
    Unemployed
    Jacksonville, FL
  • 06/2018 → 10/2018
    Unemployed
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-67929|OrgNmn:Side job - Real estate photography|Org Addr:Jacksonvil,Florida,US|OBA Nature:Real estate photography|Invst Rel:N|Title:Photographer |Duties:Building clientele and taking photos for real estate listings and small businesses |StrtDt:04-20-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2022-02-25
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-25

View on SEC IAPD

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