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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
VA RA APPROVED 2025-05-20
  • TX RA
    APPROVED
    Since 2026-02-04
  • VA RA
    APPROVED
    Since 2025-05-20

Branch Locations

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Glen Allen, VA • 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
Fidelity Investments Glen Allen VA 11/2024 Present
Student Fredericksburg VA 08/2010 08/2020
Virginia Amateur Sports Salem VA 06/2023 08/2023
Unemployed Fredericksburg VA 05/2024 10/2024
Starbucks Fredericksburg VA 07/2024 11/2024
Izea Salem VA 01/2024 05/2024
Chipotle Salem VA 03/2021 05/2021
Group 22 Salem VA 11/2023 01/2024
Roanoke College Salem VA 08/2020 05/2024
  • 11/2024 → Present
    Fidelity Investments
    Glen Allen, VA
  • 08/2010 → 08/2020
    Student
    Fredericksburg, VA
  • 06/2023 → 08/2023
    Virginia Amateur Sports
    Salem, VA
  • 05/2024 → 10/2024
    Unemployed
    Fredericksburg, VA
  • 07/2024 → 11/2024
    Starbucks
    Fredericksburg, VA
  • 01/2024 → 05/2024
    Izea
    Salem, VA
  • 03/2021 → 05/2021
    Chipotle
    Salem, VA
  • 11/2023 → 01/2024
    Group 22
    Salem, VA
  • 08/2020 → 05/2024
    Roanoke College
    Salem, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
  • S66 Uniform Combined State Law Examination
    2025-05-16

View on SEC IAPD

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