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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-12
WA RA APPROVED 2025-05-30
  • TX RA
    APPROVED
    Since 2026-05-12
  • WA RA
    APPROVED
    Since 2025-05-30

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Renton, WA • 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
Wealth Financial Pfm Llc Renton WA 08/2018 03/2025
Taxact Bellevue WA 10/2013 02/2017
Vettd Bellevue WA 03/2017 03/2025
Fidelity Investments Tukwila WA 03/2025 Present
  • 08/2018 → 03/2025
    Wealth Financial Pfm Llc
    Renton, WA
  • 10/2013 → 02/2017
    Taxact
    Bellevue, WA
  • 03/2017 → 03/2025
    Vettd
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
  • S66 Uniform Combined State Law Examination
    2025-05-22

View on SEC IAPD

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