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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-02-03
TX RA APPROVED_RES 2026-02-02
  • NH RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED_RES
    Since 2026-02-02

Branch Locations

Goffstown, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Isabella Med Spa Llc North Andover MA 12/2021 09/2022
Fidelity Investments Merrimack NH 07/2025 Present
T-Mobile Nashua NH 05/2014 Present
  • 12/2021 → 09/2022
    Isabella Med Spa Llc
    North Andover, MA
  • 07/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2014 → Present
    T-Mobile
    Nashua, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-05
  • S66 Uniform Combined State Law Examination
    2025-12-05

View on SEC IAPD

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