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 2026-08-15
CA RA APPROVED 2026-02-20
  • TX RA
    APPROVED
    Since 2026-08-15
  • CA RA
    APPROVED
    Since 2026-02-20

Branch Locations

1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States

146 Birch Street, Redwood City, CA 94062 • 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 Belmont CA 05/2023 06/2023
Ralston Middle School Belmont CA 09/2015 06/2017
Fidelity Investments Burlingame CA 09/2025 Present
College Of San Mateo San Mateo CA 08/2021 05/2023
Unemployed Belmont CA 05/2025 09/2025
The Westin St. Francis San Francisco On Union Square San Francisco CA 07/2024 08/2024
Carlmont High School Belmont CA 10/2022 03/2023
Pinstripes San Mateo CA 06/2021 03/2022
Sequioa Hospital, Dignity Health Redwood City CA 08/2023 07/2024
Jacks Prime San Mateo CA 06/2018 10/2018
Stampli Inc Mountain View CA 06/2023 08/2023
Nordstrom Palo Alto CA 06/2022 08/2022
Carlmont High School Belmont CA 08/2017 06/2021
Unemployed Belmont CA 06/2017 08/2017
San Diego State University San Diego CA 08/2023 05/2025
  • 05/2023 → 06/2023
    Unemployed
    Belmont, CA
  • 09/2015 → 06/2017
    Ralston Middle School
    Belmont, CA
  • 09/2025 → Present
    Fidelity Investments
    Burlingame, CA
  • 08/2021 → 05/2023
    College Of San Mateo
    San Mateo, CA
  • 05/2025 → 09/2025
    Unemployed
    Belmont, CA
  • 07/2024 → 08/2024
    The Westin St. Francis San Francisco On Union Square
    San Francisco, CA
  • 10/2022 → 03/2023
    Carlmont High School
    Belmont, CA
  • 06/2021 → 03/2022
    Pinstripes
    San Mateo, CA
  • 08/2023 → 07/2024
    Sequioa Hospital, Dignity Health
    Redwood City, CA
  • 06/2018 → 10/2018
    Jacks Prime
    San Mateo, CA
  • 06/2023 → 08/2023
    Stampli Inc
    Mountain View, CA
  • 06/2022 → 08/2022
    Nordstrom
    Palo Alto, CA
  • 08/2017 → 06/2021
    Carlmont High School
    Belmont, CA
  • 06/2017 → 08/2017
    Unemployed
    Belmont, CA
  • 08/2023 → 05/2025
    San Diego State University
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-04
  • S66 Uniform Combined State Law Examination
    2026-02-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Burlingame, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor