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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Campbell, 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
Edward Jones St Louis MO 03/2020 12/2021
New York Life Insurance Company Stockton CA 11/2018 02/2020
Woodmont Real Estate Orangevale CA 04/2016 10/2018
Fidelity Investments Campbell CA 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 12/2021
    St Louis, MO
  • 11/2018 → 02/2020
    New York Life Insurance Company
    Stockton, CA
  • 04/2016 → 10/2018
    Woodmont Real Estate
    Orangevale, CA
  • 01/2021 → Present
    Fidelity Investments
    Campbell, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
  • 2020-08-04 → 2021-12-20
    Stockton, CA
    Stockton, CA
    Stockton, CA
    St Louis, MO
Other Businesses

OBA-124741|OrgNmn:Charleston Sassy Pants|Org Addr:Campbell,California,US|OBA Nature:Dog Vlog Channel|Invst Rel:N|Title:I'm just editing the videos featu|Duties:Editing/posting videos featuring my dog|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-01
  • S66 Uniform Combined State Law Examination
    2020-08-01

View on SEC IAPD

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