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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

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

San Diego, 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
Fidelity Brokerage Services Llc San Diego CA 04/2019 Present
Revolt Tv Hollywood CA 06/2014 06/2018
Babysitting/Travelling Simi Valley CA 06/2018 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    San Diego, CA
  • 06/2014 → 06/2018
    Revolt Tv
    Hollywood, CA
  • 06/2018 → 04/2019
    Babysitting/Travelling
    Simi Valley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
Other Businesses

OBA-114832|OrgNmn:SwipeRight Stays, LLC|Org Addr:San Diego,California,US|OBA Nature:Single Family Home - Short Ter|Invst Rel:Y|Title:Partner|Duties:Manage rental property|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-16
S63 Uniform Securities Agent State Law Examination 2020-02-14
  • S65 Uniform Investment Adviser Law Examination
    2020-11-16
  • S63 Uniform Securities Agent State Law Examination
    2020-02-14
Other Names
  • Selena Renee Valencia

View on SEC IAPD

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