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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-29
  • CA RA
    APPROVED
    Since 2025-10-29

Branch Locations

San Diego, CA • United States

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • 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
Fidelity Investments San Diego CA 06/2025 Present
United States Marine Corp Camp Pendleton CA 05/2014 06/2018
Unemployed San Diego CA 08/2019 01/2020
Rokk Inc. Burnsville MN 06/2018 08/2019
San Diego Miramar College San Diego CA 01/2020 06/2023
Unemployed San Diego CA 06/2023 04/2025
Lowes San Diego CA 05/2025 06/2025
  • 06/2025 → Present
    Fidelity Investments
    San Diego, CA
  • 05/2014 → 06/2018
    United States Marine Corp
    Camp Pendleton, CA
  • 08/2019 → 01/2020
    Unemployed
    San Diego, CA
  • 06/2018 → 08/2019
    Rokk Inc.
    Burnsville, MN
  • 01/2020 → 06/2023
    San Diego Miramar College
    San Diego, CA
  • 06/2023 → 04/2025
    Unemployed
    San Diego, CA
  • 05/2025 → 06/2025
    Lowes
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
  • S66 Uniform Combined State Law Examination
    2025-10-17

View on SEC IAPD

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