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 2026-06-05
CA RA APPROVED 2025-12-03
  • TX RA
    APPROVED
    Since 2026-06-05
  • CA RA
    APPROVED
    Since 2025-12-03

Branch Locations

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • United States

Hillsborough, 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
Copenhagen Bakery And Cafe Burlingame CA 06/2020 08/2021
Fidelity Investments San Francisco CA 08/2025 Present
Active Play Education Georgetown DC 08/2024 05/2025
Unemployed San Francisco CA 07/2022 08/2022
Southern Methodist University Football Team Dallas TX 08/2021 05/2022
Fidelity Investments San Francisco CA 06/2024 08/2024
Active Play Education Georgetown DC 08/2022 05/2024
Ballout Immigration Law Office San Mateo CA 06/2021 08/2021
First Republic Bank Menlo Park CA 05/2022 07/2022
Unemployed San Francisco CA 05/2025 08/2025
Georgetown University Management Department Georgetown DC 05/2024 07/2024
Crystal Springs Uplands School Hillsborough CA 08/2017 06/2020
Hillsborough School District (Crocker And North) Hillsborough CA 09/2003 08/2017
  • 06/2020 → 08/2021
    Copenhagen Bakery And Cafe
    Burlingame, CA
  • 08/2025 → Present
    Fidelity Investments
    San Francisco, CA
  • 08/2024 → 05/2025
    Active Play Education
    Georgetown, DC
  • 07/2022 → 08/2022
    Unemployed
    San Francisco, CA
  • 08/2021 → 05/2022
    Southern Methodist University Football Team
    Dallas, TX
  • 06/2024 → 08/2024
    Fidelity Investments
    San Francisco, CA
  • 08/2022 → 05/2024
    Active Play Education
    Georgetown, DC
  • 06/2021 → 08/2021
    Ballout Immigration Law Office
    San Mateo, CA
  • 05/2022 → 07/2022
    First Republic Bank
    Menlo Park, CA
  • 05/2025 → 08/2025
    Unemployed
    San Francisco, CA
  • 05/2024 → 07/2024
    Georgetown University Management Department
    Georgetown, DC
  • 08/2017 → 06/2020
    Crystal Springs Uplands School
    Hillsborough, CA
  • 09/2003 → 08/2017
    Hillsborough School District (Crocker And North)
    Hillsborough, CA
Other Businesses

OBA-132579|OrgNmn:rystal Springs Uplands School Assistant Varsity Footb|Org Addr:Hillsborou,California,US|OBA Nature:I will be watching film, atten|Invst Rel:N|Title:Assistant Varsity Football Coach |Duties:Watching film in free time, coming up with practice plans, attending games and practices that do not conflcit with work. |StrtDt:08-04-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18
Other Names
  • Vikas Bobba

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor