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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 2025-12-16
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-16
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kent, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • 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
Jpmorgan Chase Bank, N.A. Federal Way WA 12/2019 04/2023
J.P. Morgan Securities Llc Federal Way WA 12/2019 04/2023
Wells Fargo Federal Way WA 10/2019 10/2019
Nordstrom Auburn WA 06/2012 10/2019
Unemployed Kent WA 10/2019 12/2019
Fidelity Investments Tukwila WA 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → 04/2023
    Jpmorgan Chase Bank, N.A.
    Federal Way, WA
  • 12/2019 → 04/2023
    Federal Way, WA
  • 10/2019 → 10/2019
    Wells Fargo
    Federal Way, WA
  • 06/2012 → 10/2019
    Nordstrom
    Auburn, WA
  • 10/2019 → 12/2019
    Unemployed
    Kent, WA
  • 04/2023 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
  • 2020-06-05 → 2023-04-14
    Federal Way, WA
    Federal Way,, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-29
  • S66 Uniform Combined State Law Examination
    2020-05-29

View on SEC IAPD

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