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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-16
CA RA APPROVED 2025-12-02
  • TX RA
    APPROVED
    Since 2026-06-16
  • CA RA
    APPROVED
    Since 2025-12-02

Branch Locations

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

Santa Monica, CA • 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
University Of North Carolina At Chapel Hill Chapel Hill NC 11/2018 07/2025
Fidelity Investments Torrance CA 07/2025 Present
Prestonwood Country Club Chapel Hill NC 08/2017 12/2017
Unc Student Stores Chapel Hill NC 12/2017 12/2017
University Of North Carolina At Chapel Hill Chapel Hill NC 12/2017 11/2018
Student Boone NC 06/2015 08/2017
  • 11/2018 → 07/2025
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 07/2025 → Present
    Fidelity Investments
    Torrance, CA
  • 08/2017 → 12/2017
    Prestonwood Country Club
    Chapel Hill, NC
  • 12/2017 → 12/2017
    Unc Student Stores
    Chapel Hill, NC
  • 12/2017 → 11/2018
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2015 → 08/2017
    Student
    Boone, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
  • S66 Uniform Combined State Law Examination
    2025-11-17
Other Names
  • Joshua Mclawhorn

View on SEC IAPD

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