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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Bonney Lake, 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 04/2019 02/2021
Washington State University Pullman WA 08/2014 05/2017
Anna's Party Rentals Tacoma WA 05/2017 08/2017
Valhalla Bar And Grill Pullman WA 10/2017 11/2018
Unemployed Lakewood WA 12/2018 04/2019
Fidelity Investments Redmond WA 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 02/2021
    St Louis, MO
  • 08/2014 → 05/2017
    Washington State University
    Pullman, WA
  • 05/2017 → 08/2017
    Anna's Party Rentals
    Tacoma, WA
  • 10/2017 → 11/2018
    Valhalla Bar And Grill
    Pullman, WA
  • 12/2018 → 04/2019
    Unemployed
    Lakewood, WA
  • 05/2021 → Present
    Fidelity Investments
    Redmond, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
  • 2019-06-18 → 2021-02-04
    Lakewood, WA
    St Louis, MO
    Tempe, AZ
    Tacoma, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-14
  • S66 Uniform Combined State Law Examination
    2019-06-14

View on SEC IAPD

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