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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

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • United States

San Jose, 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
Td Ameritrade San Diego CA 06/2018 07/2020
Ucr Resident Service Office Riverside CA 09/2017 03/2018
First National Bank Of Northern California San Francisco CA 06/2017 09/2017
Taste Of Nature Shangahi 09/2016 12/2016
Univeristy Of California, Riverside Riverside CA 09/2014 03/2018
Fidelity Investments Campbell CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 07/2020
    Td Ameritrade
    San Diego, CA
  • 09/2017 → 03/2018
    Ucr Resident Service Office
    Riverside, CA
  • 06/2017 → 09/2017
    First National Bank Of Northern California
    San Francisco, CA
  • 09/2016 → 12/2016
    Taste Of Nature
    Shangahi
  • 09/2014 → 03/2018
    Univeristy Of California, Riverside
    Riverside, CA
  • 08/2020 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2018-11-13 → 2020-07-28
    Td Ameritrade, Inc.
    San Diego, CA
    Campbell, CA
  • 2018-11-13 → 2020-07-28
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Campbell, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-12
  • S66 Uniform Combined State Law Examination
    2018-11-12

View on SEC IAPD

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