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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

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • United States

Long Beach, 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
Cuna Brokerage Services, Inc Waverly IA 11/2021 05/2022
Schoolsfirst Fcu Satna Ana CA 12/2018 05/2022
Dominos Long Beach CA 11/2015 06/2019
Los Angeles Federal Credit Union Long Beach CA 06/2018 12/2018
Think Together Santa Ana CA 06/2018 09/2019
Starbucks Gardena CA 08/2019 02/2020
Lbsfcu Long Beach CA 04/2016 01/2018
Cal Soap Long Beach CA 07/2016 09/2017
Cal State University Long Beach Long Beach CA 09/2015 12/2018
Cross Country Healthcare Los Angeles CA 04/2017 04/2017
Fidelity Investments Seal Beach CA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 05/2022
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 12/2018 → 05/2022
    Schoolsfirst Fcu
    Satna Ana, CA
  • 11/2015 → 06/2019
    Dominos
    Long Beach, CA
  • 06/2018 → 12/2018
    Los Angeles Federal Credit Union
    Long Beach, CA
  • 06/2018 → 09/2019
    Think Together
    Santa Ana, CA
  • 08/2019 → 02/2020
    Starbucks
    Gardena, CA
  • 04/2016 → 01/2018
    Lbsfcu
    Long Beach, CA
  • 07/2016 → 09/2017
    Cal Soap
    Long Beach, CA
  • 09/2015 → 12/2018
    Cal State University Long Beach
    Long Beach, CA
  • 04/2017 → 04/2017
    Cross Country Healthcare
    Los Angeles, CA
  • 05/2022 → Present
    Fidelity Investments
    Seal Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seal Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2022-03-04
Other Names
  • Christian Alexis Flores
  • Christian Flores

View on SEC IAPD

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