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Tammy D Paredes

Strategic Advisers LLC

Folsom, CA

Folsom, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-29
TX RA APPROVED 2025-10-29
  • CA RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States

Folsom, 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
Wells Fargo Bank, N.A. Sunnyvale CA 06/2016 10/2020
Wells Fargo Clearing Services, Llc Sunnyvale CA 02/2019 10/2020
Jpmorgan Chase & Co. Campbell CA 10/2020 03/2023
Fidelity Investments San Jose CA 03/2023 Present
Maxim Healthcare Services San Jose CA 03/2020 Present
  • 06/2016 → 10/2020
    Wells Fargo Bank, N.A.
    Sunnyvale, CA
  • 02/2019 → 10/2020
    Wells Fargo Clearing Services, Llc
    Sunnyvale, CA
  • 10/2020 → 03/2023
    Jpmorgan Chase & Co.
    Campbell, CA
  • 03/2023 → Present
    Fidelity Investments
    San Jose, CA
  • 03/2020 → Present
    Maxim Healthcare Services
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-25
S63 Uniform Securities Agent State Law Examination 2019-09-16
  • S65 Uniform Investment Adviser Law Examination
    2025-10-25
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16
Other Names
  • Tam D Nguyen
  • Tammy Nguyen
  • Tam Nguyen
  • Tam Do Minh Nguyen
  • Tammy Paredes
  • Tam Do Minh Paredes
  • Tammy D Paredes

View on SEC IAPD

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