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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Easton, PA • United States

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • 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
Lafayette College Easton PA 06/2002 06/2019
Strategic Advisers Llc Boston MA 03/2025 Present
Fidelity Investments Center Valley PA 09/2019 Present
  • 06/2002 → 06/2019
    Lafayette College
    Easton, PA
  • 03/2025 → Present
    Boston, MA
  • 09/2019 → Present
    Fidelity Investments
    Center Valley, PA
Previous Registrations
  • 2020-08-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
Other Businesses

OBA-132166|OrgNmn:CYO Volleyball Assistant Coach|Org Addr:Easton,Pennsylvan,US|OBA Nature:Coaching volleyball to childre|Invst Rel:N|Title:Assistant Volleyball Coach|Duties:coach youth volleyball with 2 practices a week and matches on the weekend.|StrtDt:07-23-26|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-12
  • S66 Uniform Combined State Law Examination
    2020-06-12

View on SEC IAPD

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