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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
VA RA APPROVED 2025-11-18
  • TX RA
    APPROVED
    Since 2026-07-14
  • VA RA
    APPROVED
    Since 2025-11-18

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Arlington, VA • 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
Doordash Virginia VA 04/2021 05/2025
Fidelity Investments Reston VA 06/2024 08/2024
Country Club Of Fairfax Fairfax VA 04/2022 06/2023
Fidelity Investments Reston VA 07/2025 Present
Gap Year Woodbridge VA 06/2020 08/2021
George Mason University Fairfax VA 08/2021 05/2025
Country Club Of Fairfax Fairfax VA 04/2022 06/2024
Department Of The Navy Financial Management Arlington VA 06/2023 08/2023
Live Nation Bristow VA 09/2019 10/2019
Unemployed Newport NC 05/2025 07/2025
Charles J. Colgan High School Manassas VA 08/2016 06/2020
  • 04/2021 → 05/2025
    Doordash
    Virginia, VA
  • 06/2024 → 08/2024
    Fidelity Investments
    Reston, VA
  • 04/2022 → 06/2023
    Country Club Of Fairfax
    Fairfax, VA
  • 07/2025 → Present
    Fidelity Investments
    Reston, VA
  • 06/2020 → 08/2021
    Gap Year
    Woodbridge, VA
  • 08/2021 → 05/2025
    George Mason University
    Fairfax, VA
  • 04/2022 → 06/2024
    Country Club Of Fairfax
    Fairfax, VA
  • 06/2023 → 08/2023
    Department Of The Navy Financial Management
    Arlington, VA
  • 09/2019 → 10/2019
    Live Nation
    Bristow, VA
  • 05/2025 → 07/2025
    Unemployed
    Newport, NC
  • 08/2016 → 06/2020
    Charles J. Colgan High School
    Manassas, VA
Other Businesses

OBA-121378|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Deliver food to customers who |Invst Rel:N|Title:Delivery Driver|Duties:Deliver food to customers|StrtDt:04-01-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
  • S66 Uniform Combined State Law Examination
    2025-11-12
Other Names
  • William Magrath

View on SEC IAPD

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