Harkaran Dhaliwal

Strategic Advisers LLC

Citrus Heights, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-16
TX	RA	APPROVED	2026-06-11

CA RA
APPROVED

Since 2026-07-16
TX RA
APPROVED

Since 2026-06-11

Branch Locations

Citrus Heights, CA • United States

2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • 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

Organization	City	State	From	To
Fidelity Investments	Sacramento	CA	09/2025	Present
Best Buy	Citrus Heighs	CA	10/2021	03/2022
Csus	Sacramento	CA	03/2015	06/2021
Mobile Advocates	Citrus Heights	CA	07/2021	03/2022
Bank Of America	Roseville	CA	07/2022	08/2025
Franchise Tax Board	Sacramento	CA	03/2022	07/2022

09/2025 → Present

Fidelity Investments

Sacramento, CA
10/2021 → 03/2022

Best Buy

Citrus Heighs, CA
03/2015 → 06/2021

Csus

Sacramento, CA
07/2021 → 03/2022

Mobile Advocates

Citrus Heights, CA
07/2022 → 08/2025

Bank Of America

Roseville, CA
03/2022 → 07/2022

Franchise Tax Board

Sacramento, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-07

S66 Uniform Combined State Law Examination

2025-04-07

View on SEC IAPD

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