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Simarjeet Kaur

Strategic Advisers LLC

Dublin, CA

Dublin, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
  • CA RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08

Branch Locations

Dublin, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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
State Bank Of India Chandigarh 05/2011 04/2019
Canadian Imperial Bank Of Commerce Surrey 04/2019 05/2024
Unemployed Dublin CA 05/2024 06/2025
Fidelity Investments Dublin CA 06/2025 Present
  • 05/2011 → 04/2019
    State Bank Of India
    Chandigarh
  • 04/2019 → 05/2024
    Canadian Imperial Bank Of Commerce
    Surrey
  • 05/2024 → 06/2025
    Unemployed
    Dublin, CA
  • 06/2025 → Present
    Fidelity Investments
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-18
  • S66 Uniform Combined State Law Examination
    2025-12-18

View on SEC IAPD

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