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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-10
AL RA APPROVED 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-10
  • AL RA
    APPROVED
    Since 2025-06-02

Branch Locations

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States

Vestavia, AL • 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
Unemployed Birmingham AL 08/2016 01/2017
Oak Mountain Middle School Birmingham AL 04/2017 06/2018
Hewitt-Trussiville High School Trussville AL 07/2021 07/2022
Fidelity Investments Birmingham AL 09/2024 Present
Dick'S Sporting Goods Birmingham AL 02/2017 09/2024
Dance South Studio Birmingham AL 08/2018 06/2023
Make-A-Wish Alabama Vestavia AL 01/2017 05/2017
  • 08/2016 → 01/2017
    Unemployed
    Birmingham, AL
  • 04/2017 → 06/2018
    Oak Mountain Middle School
    Birmingham, AL
  • 07/2021 → 07/2022
    Hewitt-Trussiville High School
    Trussville, AL
  • 09/2024 → Present
    Fidelity Investments
    Birmingham, AL
  • 02/2017 → 09/2024
    Dick'S Sporting Goods
    Birmingham, AL
  • 08/2018 → 06/2023
    Dance South Studio
    Birmingham, AL
  • 01/2017 → 05/2017
    Make-A-Wish Alabama
    Vestavia, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-15
  • S66 Uniform Combined State Law Examination
    2025-01-15

View on SEC IAPD

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