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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-09-25
TX RA APPROVED 2025-09-25
  • RI RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED
    Since 2025-09-25

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Providence, RI • 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
Kohls Merced CA 12/2016 12/2017
Western Express Plainfield CT 10/2020 11/2020
Ccri Warwick RI 03/2022 11/2023
Fidelity Investments Smithfield RI 11/2023 Present
Hampton Inn And Suites -Hilton Merced CA 12/2017 10/2020
Unemployment Los Banos CA 03/2013 12/2016
Transforce Westborough MA 11/2020 03/2022
  • 12/2016 → 12/2017
    Kohls
    Merced, CA
  • 10/2020 → 11/2020
    Western Express
    Plainfield, CT
  • 03/2022 → 11/2023
    Ccri
    Warwick, RI
  • 11/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 12/2017 → 10/2020
    Hampton Inn And Suites -Hilton
    Merced, CA
  • 03/2013 → 12/2016
    Unemployment
    Los Banos, CA
  • 11/2020 → 03/2022
    Transforce
    Westborough, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

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