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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-07-17
TX RA APPROVED 2025-07-17
  • NH RA
    APPROVED
    Since 2025-07-17
  • TX RA
    APPROVED
    Since 2025-07-17

Branch Locations

Goffstown, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Tilton School Tilton NH 08/2014 05/2018
Iqvia Durham NC 07/2023 07/2024
Pif Technologies Hooksett NH 05/2022 04/2023
Fidelity Investments Merrimack NH 02/2025 Present
4Leaf Lacrosse Hooksett NH 01/2022 02/2025
Worldwide Express Manchester NH 10/2024 01/2025
Enterprise Holdings Depew NY 05/2021 08/2021
Us Energy Development Corporation Buffalo NY 08/2021 05/2022
Canisius College Buffalo NY 08/2018 05/2022
New Hampshire Tomahawks Bedford NH 06/2018 04/2022
  • 08/2014 → 05/2018
    Tilton School
    Tilton, NH
  • 07/2023 → 07/2024
    Iqvia
    Durham, NC
  • 05/2022 → 04/2023
    Pif Technologies
    Hooksett, NH
  • 02/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2022 → 02/2025
    4Leaf Lacrosse
    Hooksett, NH
  • 10/2024 → 01/2025
    Worldwide Express
    Manchester, NH
  • 05/2021 → 08/2021
    Enterprise Holdings
    Depew, NY
  • 08/2021 → 05/2022
    Us Energy Development Corporation
    Buffalo, NY
  • 08/2018 → 05/2022
    Canisius College
    Buffalo, NY
  • 06/2018 → 04/2022
    New Hampshire Tomahawks
    Bedford, NH
Other Businesses

OBA-117147|OrgNmn:4 Leaf Lacrosse|Org Addr:Hooksett,New Hampsh,US|OBA Nature:Youth Lacrosse Program|Invst Rel:N|Title:Employee|Duties:I run practices and help coach teams of various age levels, as well as coach them at tournaments|StrtDt:01-03-22|TotHrs/mon:45|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2025-06-11

View on SEC IAPD

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