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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-11
VA RA APPROVED 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-11
  • VA RA
    APPROVED
    Since 2026-02-03

Branch Locations

Norfolk, VA • United States

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • 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
Starbucks Virginia Beach VA 05/2019 07/2025
Fidelity Investments Virginia Beach VA 10/2025 Present
Chartway Federal Credit Union Virginia Beach VA 07/2025 10/2025
Woodbridge Senior High School Woodbridge VA 08/2018 06/2021
Woodbridge Middle School Woodbridge VA 08/2015 06/2018
  • 05/2019 → 07/2025
    Starbucks
    Virginia Beach, VA
  • 10/2025 → Present
    Fidelity Investments
    Virginia Beach, VA
  • 07/2025 → 10/2025
    Chartway Federal Credit Union
    Virginia Beach, VA
  • 08/2018 → 06/2021
    Woodbridge Senior High School
    Woodbridge, VA
  • 08/2015 → 06/2018
    Woodbridge Middle School
    Woodbridge, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
  • S66 Uniform Combined State Law Examination
    2026-01-30

View on SEC IAPD

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