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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-05-22
TX RA APPROVED 2025-05-22
  • RI RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

Cumberland, RI • United States

Cumberland, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Blackstone Valley Prep High School Cumberland RI 08/2015 06/2019
Rhode Island College Providence RI 09/2019 05/2023
La Familia Restaurant Rhode Island RI 02/2019 11/2023
Fidelity Investments Smithfield RI 01/2025 Present
Fidelity Investments Smithfield RI 11/2023 01/2025
  • 08/2015 → 06/2019
    Blackstone Valley Prep High School
    Cumberland, RI
  • 09/2019 → 05/2023
    Rhode Island College
    Providence, RI
  • 02/2019 → 11/2023
    La Familia Restaurant
    Rhode Island, RI
  • 01/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 11/2023 → 01/2025
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-05
  • S66 Uniform Combined State Law Examination
    2025-05-05

View on SEC IAPD

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