Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
TX RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10
  • TX RA
    APPROVED
    Since 2025-12-10

Branch Locations

San Jose, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • 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
Fidelity Investments Mountain View CA 08/2025 Present
Scharf Investments, Llc Los Gatos CA 01/2025 06/2025
Santa Clara University Santa Clara CA 08/2024 06/2025
Japantown Dental San Jose CA 03/2021 08/2022
Jpmorgan Chase & Co San Jose CA 07/2022 08/2024
Unemployment San Jose CA 06/2025 08/2025
Evergreen Valley College San Jose CA 08/2020 08/2023
Piedmont Hills High School San Jose CA 08/2016 08/2020
  • 08/2025 → Present
    Fidelity Investments
    Mountain View, CA
  • 01/2025 → 06/2025
    Scharf Investments, Llc
    Los Gatos, CA
  • 08/2024 → 06/2025
    Santa Clara University
    Santa Clara, CA
  • 03/2021 → 08/2022
    Japantown Dental
    San Jose, CA
  • 07/2022 → 08/2024
    Jpmorgan Chase & Co
    San Jose, CA
  • 06/2025 → 08/2025
    Unemployment
    San Jose, CA
  • 08/2020 → 08/2023
    Evergreen Valley College
    San Jose, CA
  • 08/2016 → 08/2020
    Piedmont Hills High School
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-05
  • S66 Uniform Combined State Law Examination
    2025-12-05

View on SEC IAPD

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor