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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-07
  • CA RA
    APPROVED
    Since 2025-11-07

Branch Locations

Van Nuys, CA • United States

123-127 South Lake Ave., Pasadena, CA 91101-2604 • 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
Little Dot Studios Los Angeles CA 09/2021 04/2023
Little Dot Studios Los Angeles CA 03/2021 09/2021
Function And Form Autolife Pomona CA 10/2005 04/2017
Cubist Llc Los Angeles CA 05/2017 04/2025
Fidelity Investments Pasadena CA 05/2025 Present
  • 09/2021 → 04/2023
    Little Dot Studios
    Los Angeles, CA
  • 03/2021 → 09/2021
    Little Dot Studios
    Los Angeles, CA
  • 10/2005 → 04/2017
    Function And Form Autolife
    Pomona, CA
  • 05/2017 → 04/2025
    Cubist Llc
    Los Angeles, CA
  • 05/2025 → Present
    Fidelity Investments
    Pasadena, CA
Other Businesses

OBA-120756|OrgNmn:Cubist |Org Addr:Los Angele,California,US|OBA Nature:Creative consulting for small |Invst Rel:N|Title:Creative Consultant|Duties:Consult clients on e-mail marketing, social media accounts, website updates, and video editor management.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-120854|OrgNmn:Private Party For One|Org Addr:Van Nuys,California,US|OBA Nature:Print On Demand Clothing|Invst Rel:N|Title:Owner|Duties:Very little, company does little to no sales or activity|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-02
  • S66 Uniform Combined State Law Examination
    2025-10-02

View on SEC IAPD

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