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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1518 6Th Ave, Seattle, WA 98101-1706 • United States

Auburn, WA • 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 03/2019 02/2020
Black Pool Ltd Sulaymaniyah 01/2016 01/2017
Kaplan International Seattle WA 01/2017 07/2017
Alps Language School Seattle WA 09/2010 10/2017
Els Seattle WA 12/2017 01/2018
Cellairis Seattle WA 09/2017 09/2018
Unemployed Seattle WA 10/2018 02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 03/2020 10/2022
Bank Of America, N.A. Bellevue WA 09/2020 10/2022
Fidelity Investments Tukwila WA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 02/2020
    St Louis, MO
  • 01/2016 → 01/2017
    Black Pool Ltd
    Sulaymaniyah
  • 01/2017 → 07/2017
    Kaplan International
    Seattle, WA
  • 09/2010 → 10/2017
    Alps Language School
    Seattle, WA
  • 12/2017 → 01/2018
    Els
    Seattle, WA
  • 09/2017 → 09/2018
    Cellairis
    Seattle, WA
  • 10/2018 → 02/2019
    Unemployed
    Seattle, WA
  • 03/2020 → 10/2022
    Bellevue, WA
  • 09/2020 → 10/2022
    Bank Of America, N.A.
    Bellevue, WA
  • 10/2022 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
  • 2020-09-08 → 2022-10-10
    Renton, WA
    Tukwila, WA
    Bellevue, WA
    New York, NY
    Bellevue, WA
    Renton, WA
    Tukwila, WA
  • 2019-08-02 → 2020-02-26
    Bonney Lake, WA
    St Louis, MO
    Bonney Lake, WA
    Des Moines, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-01
  • S66 Uniform Combined State Law Examination
    2019-08-01

View on SEC IAPD

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