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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-29
OH RA APPROVED 2026-01-26
  • TX RA
    APPROVED
    Since 2026-01-29
  • OH RA
    APPROVED
    Since 2026-01-26

Branch Locations

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • United States

Streetsboro, OH • 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 Fairlawn OH 09/2025 Present
Victory Capital Management San Antonio TX 11/2022 05/2023
University Of Texas At San Antonio San Antonio TX 05/2020 06/2022
Unemployed San Antonio TX 05/2023 08/2025
The University Of Texas At San Antonio Hudson OH 08/2015 04/2020
Unemployed San Antonio TX 07/2022 11/2022
  • 09/2025 → Present
    Fidelity Investments
    Fairlawn, OH
  • 11/2022 → 05/2023
    Victory Capital Management
    San Antonio, TX
  • 05/2020 → 06/2022
    University Of Texas At San Antonio
    San Antonio, TX
  • 05/2023 → 08/2025
    Unemployed
    San Antonio, TX
  • 08/2015 → 04/2020
    The University Of Texas At San Antonio
    Hudson, OH
  • 07/2022 → 11/2022
    Unemployed
    San Antonio, TX
Other Businesses

OBA-130605|OrgNmn:Lyft|Org Addr:STREETSBOR,Ohio,US|OBA Nature:driving for this company |Invst Rel:N|Title:Driver |Duties:flexible - no obligations |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-09
  • S66 Uniform Combined State Law Examination
    2024-04-09

View on SEC IAPD

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