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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-01-31
  • WA RA
    APPROVED
    Since 2026-01-31

Branch Locations

Seattle, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • 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
Inglewood Golf Club Kenmore WA 06/2021 09/2021
Unemployed Seattle WA 03/2022 08/2023
Humble Electric Tacoma WA 08/2023 12/2023
Odea High School Seattle WA 08/2014 06/2018
Carpet Liquidators Seattle WA 07/2024 05/2025
Fidelity Investments Tukwila WA 06/2025 Present
Unemployed Seattle WA 12/2023 07/2024
Western Washington University Bellingham WA 09/2018 03/2022
Unemployed Seattle WA 06/2018 09/2018
  • 06/2021 → 09/2021
    Inglewood Golf Club
    Kenmore, WA
  • 03/2022 → 08/2023
    Unemployed
    Seattle, WA
  • 08/2023 → 12/2023
    Humble Electric
    Tacoma, WA
  • 08/2014 → 06/2018
    Odea High School
    Seattle, WA
  • 07/2024 → 05/2025
    Carpet Liquidators
    Seattle, WA
  • 06/2025 → Present
    Fidelity Investments
    Tukwila, WA
  • 12/2023 → 07/2024
    Unemployed
    Seattle, WA
  • 09/2018 → 03/2022
    Western Washington University
    Bellingham, WA
  • 06/2018 → 09/2018
    Unemployed
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-29
  • S66 Uniform Combined State Law Examination
    2025-12-29

View on SEC IAPD

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