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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-06
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-06
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Sacramento, 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
Crossroads Veterinary Clinic Anderson CA 09/2022 07/2023
Redding'S Ultimate Pizza Redding CA 10/2020 08/2022
Starbucks Wilmington NC 04/2018 08/2018
Dutch Bros. Redding CA 09/2018 10/2020
Gold Hills Golf Course Redding CA 06/2017 08/2017
Fidelity Investments Roseville CA 08/2024 Present
Gold Hills Golf Course Redding CA 06/2018 08/2018
Redding'S Ultimate Pizza Redding CA 08/2023 07/2024
Unemployed Redding CA 04/2014 06/2017
Unemployed Redding CA 07/2017 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 07/2023
    Crossroads Veterinary Clinic
    Anderson, CA
  • 10/2020 → 08/2022
    Redding'S Ultimate Pizza
    Redding, CA
  • 04/2018 → 08/2018
    Starbucks
    Wilmington, NC
  • 09/2018 → 10/2020
    Dutch Bros.
    Redding, CA
  • 06/2017 → 08/2017
    Gold Hills Golf Course
    Redding, CA
  • 08/2024 → Present
    Fidelity Investments
    Roseville, CA
  • 06/2018 → 08/2018
    Gold Hills Golf Course
    Redding, CA
  • 08/2023 → 07/2024
    Redding'S Ultimate Pizza
    Redding, CA
  • 04/2014 → 06/2017
    Unemployed
    Redding, CA
  • 07/2017 → 06/2018
    Unemployed
    Redding, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sacramento, CA
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-12
  • S66 Uniform Combined State Law Examination
    2025-01-12
Other Names
  • James R Arnold
  • James Arnold

View on SEC IAPD

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