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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-14
CA RA APPROVED 2025-06-04
  • TX RA
    APPROVED
    Since 2026-03-14
  • CA RA
    APPROVED
    Since 2025-06-04

Branch Locations

Citrus Heights, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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
U.S. Army - Reserves Concord CA 05/2014 05/2022
Fidelity Investments Sacramento CA 11/2024 Present
King Cong Brewing Co. Sacramento CA 05/2023 11/2024
Duran Strategic Marketing Citrus Heights CA 04/2022 12/2022
Markstein Beverage Of Sacramento Sacramento CA 04/2020 04/2023
Fitness Md Roseville CA 12/2015 03/2020
  • 05/2014 → 05/2022
    U.S. Army - Reserves
    Concord, CA
  • 11/2024 → Present
    Fidelity Investments
    Sacramento, CA
  • 05/2023 → 11/2024
    King Cong Brewing Co.
    Sacramento, CA
  • 04/2022 → 12/2022
    Duran Strategic Marketing
    Citrus Heights, CA
  • 04/2020 → 04/2023
    Markstein Beverage Of Sacramento
    Sacramento, CA
  • 12/2015 → 03/2020
    Fitness Md
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-01
  • S66 Uniform Combined State Law Examination
    2025-04-01

View on SEC IAPD

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