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 2026-04-06
CA RA APPROVED 2026-03-28
  • TX RA
    APPROVED
    Since 2026-04-06
  • CA RA
    APPROVED
    Since 2026-03-28

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Concord, 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
Ismocol S.A. Bucaramanga 07/2016 12/2019
Unemployed Diablo CA 01/2020 04/2024
Fidelity Investments Walnut Creek CA 10/2025 Present
Qless Pasadena CA 05/2024 10/2024
Macys Inc Walnut Creek CA 11/2024 12/2024
Bmo Bank San Ramon CA 01/2025 10/2025
  • 07/2016 → 12/2019
    Ismocol S.A.
    Bucaramanga
  • 01/2020 → 04/2024
    Unemployed
    Diablo, CA
  • 10/2025 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 05/2024 → 10/2024
    Qless
    Pasadena, CA
  • 11/2024 → 12/2024
    Macys Inc
    Walnut Creek, CA
  • 01/2025 → 10/2025
    Bmo Bank
    San Ramon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23
Other Names
  • Isabel Flowers
  • Isabel Cristina Lizcano Gama

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor