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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Warwick, RI • 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
Fidelity Investments Smithfield RI 09/2021 Present
Boston House Of Pizza East Providence RI 02/2021 Present
Teamops Foxborough MA 12/2018 Present
Amazon Milford MA 10/2019 01/2020
Cinemaworld Lincoln RI 10/2019 03/2020
Yawgoog Scout Reservation Rockville RI 06/2015 08/2020
Cumberland High School Cumberland RI 08/2013 06/2017
Clarks Bostonian Wrentham MA 10/2016 12/2016
Southern New Hampshire University Manchester NH 09/2017 05/2019
Snhu Athletics Mancester NH 10/2017 06/2018
Swisslog Uxbridge MA 04/2020 04/2020
Unemployed Cumberland RI 04/2020 02/2021
Community College Of Rhode Island Lincoln RI 01/2020 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2021 → Present
    Boston House Of Pizza
    East Providence, RI
  • 12/2018 → Present
    Teamops
    Foxborough, MA
  • 10/2019 → 01/2020
    Amazon
    Milford, MA
  • 10/2019 → 03/2020
    Cinemaworld
    Lincoln, RI
  • 06/2015 → 08/2020
    Yawgoog Scout Reservation
    Rockville, RI
  • 08/2013 → 06/2017
    Cumberland High School
    Cumberland, RI
  • 10/2016 → 12/2016
    Clarks Bostonian
    Wrentham, MA
  • 09/2017 → 05/2019
    Southern New Hampshire University
    Manchester, NH
  • 10/2017 → 06/2018
    Snhu Athletics
    Mancester, NH
  • 04/2020 → 04/2020
    Swisslog
    Uxbridge, MA
  • 04/2020 → 02/2021
    Unemployed
    Cumberland, RI
  • 01/2020 → 10/2021
    Community College Of Rhode Island
    Lincoln, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-27
S63 Uniform Securities Agent State Law Examination 2022-02-11
  • S66 Uniform Combined State Law Examination
    2023-06-27
  • S63 Uniform Securities Agent State Law Examination
    2022-02-11

View on SEC IAPD

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