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 2026-01-20
WA RA APPROVED 2025-12-11
  • TX RA
    APPROVED
    Since 2026-01-20
  • WA RA
    APPROVED
    Since 2025-12-11

Branch Locations

Seattle, WA • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • 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 Seattle WA 06/2021 06/2022
Unemployed Seattle WA 08/2024 08/2025
Real Property Associates Seattle WA 06/2023 09/2023
Unemployed Seattle WA 06/2015 03/2019
Fourpark Avenue Bellevue WA 09/2020 02/2021
Fidelity Investments Lynnwood WA 06/2024 08/2024
Unemployed Seattle WA 08/2022 06/2023
All Weather Rooftop Solutions Everett WA 06/2022 08/2022
Real Property Associates Seattle WA 06/2023 09/2023
Five Bistro Edmonds WA 03/2019 06/2021
Fidelity Investments Lynnwood WA 08/2025 Present
Unemployed Seattle WA 09/2023 06/2024
  • 06/2021 → 06/2022
    Unemployed
    Seattle, WA
  • 08/2024 → 08/2025
    Unemployed
    Seattle, WA
  • 06/2023 → 09/2023
    Real Property Associates
    Seattle, WA
  • 06/2015 → 03/2019
    Unemployed
    Seattle, WA
  • 09/2020 → 02/2021
    Fourpark Avenue
    Bellevue, WA
  • 06/2024 → 08/2024
    Fidelity Investments
    Lynnwood, WA
  • 08/2022 → 06/2023
    Unemployed
    Seattle, WA
  • 06/2022 → 08/2022
    All Weather Rooftop Solutions
    Everett, WA
  • 06/2023 → 09/2023
    Real Property Associates
    Seattle, WA
  • 03/2019 → 06/2021
    Five Bistro
    Edmonds, WA
  • 08/2025 → Present
    Fidelity Investments
    Lynnwood, WA
  • 09/2023 → 06/2024
    Unemployed
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-04
  • S66 Uniform Combined State Law Examination
    2025-12-04

View on SEC IAPD

More in Seattle, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor