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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
MD RA APPROVED 2025-08-13
VA RA APPROVED 2025-08-13
  • TX RA
    APPROVED
    Since 2026-04-10
  • MD RA
    APPROVED
    Since 2025-08-13
  • VA RA
    APPROVED
    Since 2025-08-13

Branch Locations

Gaithersburg, MD • United States

20465 Exchange St, Ashburn, VA 20147-5940 • United States

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • 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
Montgomery College Rockville MD 06/2020 08/2022
Loyola University Maryland Baltimore MD 08/2022 05/2024
Quince Orchard High School Gaithersburg MD 06/2016 05/2020
Joe Flaherty'S Dolphins Llc Gaithersburg MD 08/2021 09/2021
Care.COm Leesburg VA 05/2022 01/2023
Submerged, Inc. Rockville MD 09/2019 12/2024
Fidelity Investments Ashburn VA 12/2024 Present
  • 06/2020 → 08/2022
    Montgomery College
    Rockville, MD
  • 08/2022 → 05/2024
    Loyola University Maryland
    Baltimore, MD
  • 06/2016 → 05/2020
    Quince Orchard High School
    Gaithersburg, MD
  • 08/2021 → 09/2021
    Joe Flaherty'S Dolphins Llc
    Gaithersburg, MD
  • 05/2022 → 01/2023
    Care.COm
    Leesburg, VA
  • 09/2019 → 12/2024
    Submerged, Inc.
    Rockville, MD
  • 12/2024 → Present
    Fidelity Investments
    Ashburn, VA
Other Businesses

OBA-115215|OrgNmn:Submerged, Inc|Org Addr:Rockville,Maryland,US|OBA Nature:Scuba diving shop|Invst Rel:N|Title:Retail Associate|Duties:Process incoming merchandise orders, opening and closing procedures, communicate with customers to optimize sales and customer retention|StrtDt:09-14-19|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-31
  • S66 Uniform Combined State Law Examination
    2025-07-31
Other Names
  • Jianna Acevedo

View on SEC IAPD

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