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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-07
TX RA APPROVED 2026-05-05
  • FL RA
    APPROVED
    Since 2026-05-07
  • TX RA
    APPROVED
    Since 2026-05-05

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
At&T Fleming Island FL 04/2006 06/2025
Clay County Supervi Green Cove Springs FL 12/2019 07/2025
Walmart Orange Park FL 10/2017 07/2025
Fidelity Investments Jacksonville FL 08/2025 Present
Florida State College Of Jacksonville Jacksonville FL 05/2022 07/2025
Polo Ralph Lauren Factory Store St Augustine FL 06/2018 07/2025
Bellevue University Bellevue NE 05/2019 10/2020
  • 04/2006 → 06/2025
    At&T
    Fleming Island, FL
  • 12/2019 → 07/2025
    Clay County Supervi
    Green Cove Springs, FL
  • 10/2017 → 07/2025
    Walmart
    Orange Park, FL
  • 08/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2022 → 07/2025
    Florida State College Of Jacksonville
    Jacksonville, FL
  • 06/2018 → 07/2025
    Polo Ralph Lauren Factory Store
    St Augustine, FL
  • 05/2019 → 10/2020
    Bellevue University
    Bellevue, NE
Other Businesses

OBA-125662|OrgNmn:Ralph Lauren Corporation |Org Addr:Saint Augu,Florida,US|OBA Nature:Retail |Invst Rel:N|Title:Brand Ambassador |Duties:Sales/Fitting room Associate|StrtDt:08-18-25|TotHrs/mon:8|TrdHrs/mon:0|OBA-125660|OrgNmn:Walmart Inc|Org Addr:Orange Par,Florida,US|OBA Nature:Retail and Wholesale |Invst Rel:N|Title:Employee|Duties:Door Greeter |StrtDt:08-18-25|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-30
  • S66 Uniform Combined State Law Examination
    2026-04-30

View on SEC IAPD

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