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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

Hollywood, FL • United States

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • 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
Edward Jones St Louis MO 07/2018 11/2022
Unemployed Frisco TX 06/2017 06/2018
Ericsson Inc. Plano TX 12/2003 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 11/2022 01/2024
Bank Of America, N.A. Fort Lauderdale FL 01/2023 01/2024
Fidelity Investments Boca Raton FL 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 11/2022
    St Louis, MO
  • 06/2017 → 06/2018
    Unemployed
    Frisco, TX
  • 12/2003 → 05/2017
    Ericsson Inc.
    Plano, TX
  • 11/2022 → 01/2024
    Fort Lauderdale, FL
  • 01/2023 → 01/2024
    Bank Of America, N.A.
    Fort Lauderdale, FL
  • 01/2024 → Present
    Fidelity Investments
    Boca Raton, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-20
  • S66 Uniform Combined State Law Examination
    2018-09-20

View on SEC IAPD

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