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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-30
  • AZ RA
    APPROVED
    Since 2026-03-30

Branch Locations

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Tucson, AZ • 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
Pepperdine University Malibu CA 08/2021 05/2022
Fidelity Investments Tucson AZ 10/2025 Present
Ubereats Malibu CA 08/2023 03/2024
Aviator Nation Malibu CA 05/2024 10/2025
Restaurant Business Services, Inc, Anthony Barton Malibu CA 11/2023 01/2024
Bob Morris' Paradise Cove And Beach Cafe Malibu CA 06/2024 09/2024
Dunkin' Donuts Shippensburg PA 06/2021 08/2021
Pepperdine University Malibu CA 08/2022 07/2023
Doordash Calabasas CA 08/2024 07/2025
Unemployed Shippensburg PA 01/2015 06/2021
Lauren Floris Malibu CA 07/2023 07/2023
Pepperdine University Malibu CA 08/2023 05/2024
Calamigos Guest Ranch Malibu CA 06/2022 08/2022
Fidelity Brokerage Services Llc Tucson AZ 03/2026 Present
Strategic Advisers Llc Tucson AZ 02/2026 Present
  • 08/2021 → 05/2022
    Pepperdine University
    Malibu, CA
  • 10/2025 → Present
    Fidelity Investments
    Tucson, AZ
  • 08/2023 → 03/2024
    Ubereats
    Malibu, CA
  • 05/2024 → 10/2025
    Aviator Nation
    Malibu, CA
  • 11/2023 → 01/2024
    Restaurant Business Services, Inc, Anthony Barton
    Malibu, CA
  • 06/2024 → 09/2024
    Bob Morris' Paradise Cove And Beach Cafe
    Malibu, CA
  • 06/2021 → 08/2021
    Dunkin' Donuts
    Shippensburg, PA
  • 08/2022 → 07/2023
    Pepperdine University
    Malibu, CA
  • 08/2024 → 07/2025
    Doordash
    Calabasas, CA
  • 01/2015 → 06/2021
    Unemployed
    Shippensburg, PA
  • 07/2023 → 07/2023
    Lauren Floris
    Malibu, CA
  • 08/2023 → 05/2024
    Pepperdine University
    Malibu, CA
  • 06/2022 → 08/2022
    Calamigos Guest Ranch
    Malibu, CA
  • 03/2026 → Present
    Fidelity Brokerage Services Llc
    Tucson, AZ
  • 02/2026 → Present
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13

View on SEC IAPD

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