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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
FL RA APPROVED 2025-09-29
  • TX RA
    APPROVED
    Since 2026-04-10
  • FL RA
    APPROVED
    Since 2025-09-29

Branch Locations

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States

Miramar, FL • 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
Bank Of America Miami FL 03/2022 05/2025
Fidelity Investments Coral Gables FL 05/2025 Present
Plus International Bank Miami FL 03/2021 03/2022
Ruby Tuesday Gainesville FL 08/2016 05/2018
Wells Fargo Miami FL 05/2018 03/2021
  • 03/2022 → 05/2025
    Bank Of America
    Miami, FL
  • 05/2025 → Present
    Fidelity Investments
    Coral Gables, FL
  • 03/2021 → 03/2022
    Plus International Bank
    Miami, FL
  • 08/2016 → 05/2018
    Ruby Tuesday
    Gainesville, FL
  • 05/2018 → 03/2021
    Wells Fargo
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12
Other Names
  • Mariana Cortes

View on SEC IAPD

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