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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-19
  • CA RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19

Branch Locations

Santa Clara, CA • United States

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • 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
Gap Inc Santa Clara CA 10/2019 02/2021
Toyota Sunnyvale Sunnyvale CA 06/2024 09/2024
Lindamoodbell Los Gatos CA 05/2022 08/2022
Unemployed Santa Clara CA 12/2001 05/2022
Fidelity Investments Sunnyvale CA 10/2024 Present
Pruneridge Golf Club Santa Clara CA 01/2021 09/2024
  • 10/2019 → 02/2021
    Gap Inc
    Santa Clara, CA
  • 06/2024 → 09/2024
    Toyota Sunnyvale
    Sunnyvale, CA
  • 05/2022 → 08/2022
    Lindamoodbell
    Los Gatos, CA
  • 12/2001 → 05/2022
    Unemployed
    Santa Clara, CA
  • 10/2024 → Present
    Fidelity Investments
    Sunnyvale, CA
  • 01/2021 → 09/2024
    Pruneridge Golf Club
    Santa Clara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

More in Santa Clara, CA

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