Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-20
IL RA APPROVED 2026-03-03
  • TX RA
    APPROVED
    Since 2026-03-20
  • IL RA
    APPROVED
    Since 2026-03-03

Branch Locations

Darien, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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
Unemployed Darien IL 08/2021 12/2024
Clarke Mosquito Control Products Roselle IL 04/2022 08/2022
Center Cass School District 66 Darien IL 01/2021 08/2021
Fidelity Investments Geneva IL 07/2025 Present
John B Sanfilippo & Son Inc. Elgin IL 05/2023 08/2023
Davis Center For Protfolio Management Dayton OH 01/2024 05/2024
Nu-Way Industries Des Plaines IL 05/2024 08/2024
Unemployed Darien IL 09/2020 05/2021
Center Cass School District 66 Darien IL 06/2016 08/2019
Unemployed Darien IL 12/2024 06/2025
The Farm Westmont IL 04/2019 08/2020
  • 08/2021 → 12/2024
    Unemployed
    Darien, IL
  • 04/2022 → 08/2022
    Clarke Mosquito Control Products
    Roselle, IL
  • 01/2021 → 08/2021
    Center Cass School District 66
    Darien, IL
  • 07/2025 → Present
    Fidelity Investments
    Geneva, IL
  • 05/2023 → 08/2023
    John B Sanfilippo & Son Inc.
    Elgin, IL
  • 01/2024 → 05/2024
    Davis Center For Protfolio Management
    Dayton, OH
  • 05/2024 → 08/2024
    Nu-Way Industries
    Des Plaines, IL
  • 09/2020 → 05/2021
    Unemployed
    Darien, IL
  • 06/2016 → 08/2019
    Center Cass School District 66
    Darien, IL
  • 12/2024 → 06/2025
    Unemployed
    Darien, IL
  • 04/2019 → 08/2020
    The Farm
    Westmont, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20

View on SEC IAPD

More in Darien, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor