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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chandler, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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
Robinhood Financial, Llc Tempe AZ 07/2021 04/2022
Bank Of America Chandler AZ 03/2019 07/2021
The Cheesecake Factory Mesa AZ 10/2021 01/2022
Coldstone Chandler AZ 10/2019 06/2022
Fresenius Kidney Care Scottsdale AZ 01/2018 01/2019
Massage Envy Scottsdale AZ 09/2018 12/2018
Slices Tempe AZ 04/2017 08/2018
Dillard's Scottsdale AZ 08/2017 04/2018
Crazy 8 Scottsdale AZ 02/2017 08/2017
Unemployed Mesa AZ 01/2019 03/2019
Second Story Liquor Bar Scottsdale AZ 10/2016 01/2017
Full-Time Education Mesa AZ 05/2016 10/2016
Ttec Tempe AZ 03/2019 03/2019
Fidelity Investments Chandler AZ 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 04/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 03/2019 → 07/2021
    Bank Of America
    Chandler, AZ
  • 10/2021 → 01/2022
    The Cheesecake Factory
    Mesa, AZ
  • 10/2019 → 06/2022
    Coldstone
    Chandler, AZ
  • 01/2018 → 01/2019
    Fresenius Kidney Care
    Scottsdale, AZ
  • 09/2018 → 12/2018
    Massage Envy
    Scottsdale, AZ
  • 04/2017 → 08/2018
    Slices
    Tempe, AZ
  • 08/2017 → 04/2018
    Dillard's
    Scottsdale, AZ
  • 02/2017 → 08/2017
    Crazy 8
    Scottsdale, AZ
  • 01/2019 → 03/2019
    Unemployed
    Mesa, AZ
  • 10/2016 → 01/2017
    Second Story Liquor Bar
    Scottsdale, AZ
  • 05/2016 → 10/2016
    Full-Time Education
    Mesa, AZ
  • 03/2019 → 03/2019
    Ttec
    Tempe, AZ
  • 06/2022 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-23
S63 Uniform Securities Agent State Law Examination 2022-04-09
  • S66 Uniform Combined State Law Examination
    2023-10-23
  • S63 Uniform Securities Agent State Law Examination
    2022-04-09

View on SEC IAPD

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