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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-17
FL RA APPROVED 2025-08-29
  • TX RA
    APPROVED
    Since 2026-03-17
  • FL RA
    APPROVED
    Since 2025-08-29

Branch Locations

Boynton Beach, FL • United States

Boynton Beach, FL • United States

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • 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 Boca Raton FL 11/2024 Present
Jp Morgan Chase Boca Raton FL 06/2021 11/2024
Tj Maxx Boca Raton FL 10/2019 03/2021
Rita'S Italian Ice Wellington FL 08/2018 05/2019
Wellington Highschool Wellington FL 06/2014 08/2018
Palm Beach State College Boca Raton FL 05/2019 10/2019
  • 11/2024 → Present
    Fidelity Investments
    Boca Raton, FL
  • 06/2021 → 11/2024
    Jp Morgan Chase
    Boca Raton, FL
  • 10/2019 → 03/2021
    Tj Maxx
    Boca Raton, FL
  • 08/2018 → 05/2019
    Rita'S Italian Ice
    Wellington, FL
  • 06/2014 → 08/2018
    Wellington Highschool
    Wellington, FL
  • 05/2019 → 10/2019
    Palm Beach State College
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
  • S66 Uniform Combined State Law Examination
    2025-08-13

View on SEC IAPD

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