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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-25
  • NC RA
    APPROVED
    Since 2026-02-25

Branch Locations

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Charlotte, NC • 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 Bluffton SC 06/2002 05/2018
Truffles Bluffton SC 05/2025 06/2025
Door Dash Tuscaloosa AL 08/2024 06/2025
Fidelity Investments Charlotte NC 06/2024 08/2024
Fidelity Investments Charlotte NC 06/2025 Present
Univeristy Of Alabama Tuscaloosa AL 08/2023 06/2024
Montage Palmetto Bluff Bluffton SC 05/2018 08/2023
Chee Burger Chee Burger Bluffton, Sc 29910-7720 SC 05/2017 05/2018
First Watch Breakfast Bluffton SC 01/2017 05/2017
  • 06/2002 → 05/2018
    Unemployed
    Bluffton, SC
  • 05/2025 → 06/2025
    Truffles
    Bluffton, SC
  • 08/2024 → 06/2025
    Door Dash
    Tuscaloosa, AL
  • 06/2024 → 08/2024
    Fidelity Investments
    Charlotte, NC
  • 06/2025 → Present
    Fidelity Investments
    Charlotte, NC
  • 08/2023 → 06/2024
    Univeristy Of Alabama
    Tuscaloosa, AL
  • 05/2018 → 08/2023
    Montage Palmetto Bluff
    Bluffton, SC
  • 05/2017 → 05/2018
    Chee Burger Chee Burger
    Bluffton, Sc 29910-7720, SC
  • 01/2017 → 05/2017
    First Watch Breakfast
    Bluffton, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
  • S66 Uniform Combined State Law Examination
    2026-02-23
Other Names
  • Jackson Spires
  • Jacksonc Spires

View on SEC IAPD

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