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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-12
TX RA APPROVED 2025-08-12
  • CA RA
    APPROVED
    Since 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-12

Branch Locations

Rancho Palos Verdes, CA • United States

2009 Park Place, El Segundo, CA 90245-4754 • 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
Unemployed San Luis Obispo CA 09/2020 06/2021
City Of Lomita Lomita CA 06/2016 08/2019
Crowe Llc Costa Mesa CA 08/2023 02/2025
Fidelity Investments El Segundo CA 03/2025 Present
Crowe Llp Woodland Hills CA 06/2022 08/2022
Doordash Los Angeles CA 06/2020 07/2020
Unemployed San Luis Obispo CA 08/2019 06/2020
Rolling Hills Country Day School Rolling Hills CA 06/2021 08/2021
Unemployed San Luis Obispo CA 06/2023 08/2023
Cal Poly Associated Students Inc. San Luis Obispo CA 09/2021 06/2023
Archiveit Torrance CA 06/2020 08/2020
  • 09/2020 → 06/2021
    Unemployed
    San Luis Obispo, CA
  • 06/2016 → 08/2019
    City Of Lomita
    Lomita, CA
  • 08/2023 → 02/2025
    Crowe Llc
    Costa Mesa, CA
  • 03/2025 → Present
    Fidelity Investments
    El Segundo, CA
  • 06/2022 → 08/2022
    Crowe Llp
    Woodland Hills, CA
  • 06/2020 → 07/2020
    Doordash
    Los Angeles, CA
  • 08/2019 → 06/2020
    Unemployed
    San Luis Obispo, CA
  • 06/2021 → 08/2021
    Rolling Hills Country Day School
    Rolling Hills, CA
  • 06/2023 → 08/2023
    Unemployed
    San Luis Obispo, CA
  • 09/2021 → 06/2023
    Cal Poly Associated Students Inc.
    San Luis Obispo, CA
  • 06/2020 → 08/2020
    Archiveit
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-11
  • S66 Uniform Combined State Law Examination
    2025-07-11

View on SEC IAPD

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