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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-05-26
TX RA APPROVED 2026-05-26
  • NH RA
    APPROVED
    Since 2026-05-26
  • TX RA
    APPROVED
    Since 2026-05-26

Branch Locations

Dunbarton, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Chick-Fil-A Woburn MA 10/2019 03/2020
Move-U Llc Litchfield NH 07/2024 08/2024
Fidelity Investments Merrimack NH 10/2024 Present
High School Bow NH 09/2014 06/2018
Jay'S Plumbing And Heating Dunbarton NH 09/2020 11/2020
Sophia Institute Nashua NH 11/2020 02/2021
United States Marine Corps Devens MA 06/2018 06/2024
Debug Your Bed Dunbarton NH 08/2024 10/2024
Rick Morgan Bedford NH 08/2024 09/2024
Pro Landscape Supply Goffstown NH 03/2020 09/2020
Murphy Enterprises Dunbarton NH 07/2022 07/2024
Pro Landscape Supply Goffstown NH 03/2021 12/2021
Debug Your Bed Dunbarton NH 01/2022 07/2022
  • 10/2019 → 03/2020
    Chick-Fil-A
    Woburn, MA
  • 07/2024 → 08/2024
    Move-U Llc
    Litchfield, NH
  • 10/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2014 → 06/2018
    High School
    Bow, NH
  • 09/2020 → 11/2020
    Jay'S Plumbing And Heating
    Dunbarton, NH
  • 11/2020 → 02/2021
    Sophia Institute
    Nashua, NH
  • 06/2018 → 06/2024
    United States Marine Corps
    Devens, MA
  • 08/2024 → 10/2024
    Debug Your Bed
    Dunbarton, NH
  • 08/2024 → 09/2024
    Rick Morgan
    Bedford, NH
  • 03/2020 → 09/2020
    Pro Landscape Supply
    Goffstown, NH
  • 07/2022 → 07/2024
    Murphy Enterprises
    Dunbarton, NH
  • 03/2021 → 12/2021
    Pro Landscape Supply
    Goffstown, NH
  • 01/2022 → 07/2022
    Debug Your Bed
    Dunbarton, NH
Other Businesses

OBA-114179|OrgNmn:Murphy Enterprises LLC|Org Addr:Dunbarton,New Hampsh,US|OBA Nature:Holds other businesses that ho|Invst Rel:Y|Title:Partner|Duties:Primarily buying and leasing real estate. Property maintenance as well.|StrtDt:01-01-22|TotHrs/mon:10|TrdHrs/mon:10|OBA-115857|OrgNmn:Threshold Building LLC|Org Addr:Bedford,New Hampsh,US|OBA Nature:Construction and Building|Invst Rel:N|Title:Employee|Duties:Assist in building and renovation projects at businesses and homes.|StrtDt:|TotHrs/mon:25|TrdHrs/mon:25|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
S63 Uniform Securities Agent State Law Examination 2025-01-17
  • S66 Uniform Combined State Law Examination
    2026-05-22
  • S63 Uniform Securities Agent State Law Examination
    2025-01-17

View on SEC IAPD

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