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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-12
FL RA APPROVED 2025-06-11
  • TX RA
    APPROVED
    Since 2026-02-12
  • FL RA
    APPROVED
    Since 2025-06-11

Branch Locations

Boca Raton, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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
Palm Beach County Clerk & Comptroller/State Attorney's Office West Palm Beach FL 06/2018 08/2018
Starbucks Delray Beach FL 06/2019 04/2020
Michael Bloomberg 2020 Presidential Campaign Boca Raton FL 12/2019 03/2020
American Heritage School Boca Raton FL 08/2011 05/2020
Florida State University Tallahassee FL 05/2020 08/2022
Valencia College Orlando FL 08/2022 01/2023
Pine Tree Camps Boca Raton FL 06/2021 07/2021
Divorce And Mediation Center Boca Raton FL 05/2021 08/2021
Model Management Group New York NY 06/2022 08/2022
University Of Central Florida Orlando FL 01/2023 08/2024
Homecare Solutions Of South Florida Fort Lauderdale FL 06/2023 08/2023
Homecare Solutions Of South Florida Fort Lauderdale FL 06/2024 07/2024
Fidelity Investments Palm Beach Gardens FL 09/2024 Present
  • 06/2018 → 08/2018
    Palm Beach County Clerk & Comptroller/State Attorney's Office
    West Palm Beach, FL
  • 06/2019 → 04/2020
    Starbucks
    Delray Beach, FL
  • 12/2019 → 03/2020
    Michael Bloomberg 2020 Presidential Campaign
    Boca Raton, FL
  • 08/2011 → 05/2020
    American Heritage School
    Boca Raton, FL
  • 05/2020 → 08/2022
    Florida State University
    Tallahassee, FL
  • 08/2022 → 01/2023
    Valencia College
    Orlando, FL
  • 06/2021 → 07/2021
    Pine Tree Camps
    Boca Raton, FL
  • 05/2021 → 08/2021
    Divorce And Mediation Center
    Boca Raton, FL
  • 06/2022 → 08/2022
    Model Management Group
    New York, NY
  • 01/2023 → 08/2024
    University Of Central Florida
    Orlando, FL
  • 06/2023 → 08/2023
    Homecare Solutions Of South Florida
    Fort Lauderdale, FL
  • 06/2024 → 07/2024
    Homecare Solutions Of South Florida
    Fort Lauderdale, FL
  • 09/2024 → Present
    Fidelity Investments
    Palm Beach Gardens, FL
Other Businesses

OBA-121376|OrgNmn:Redhead Reselling|Org Addr:Boca Raton,Florida,US|OBA Nature:Online resale of retial good. |Invst Rel:N|Title:Sole Proprietor|Duties:Product Aquisition, Product Sale and Shipment, Product Fufillment, Accounting|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-14
  • S66 Uniform Combined State Law Examination
    2025-05-14

View on SEC IAPD

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