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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-20
TX RA APPROVED 2026-02-18
  • FL RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
21St Mortgage Knoxville TN 10/2020 03/2021
Mutual Of Omaha Mortgage San Diego CA 03/2021 10/2022
Mountain Empire Big Stone Gap VA 06/2017 07/2018
K-Vat Food Stores Middlesboro KY 10/2017 04/2020
Fidelity Investments Jacksonville FL 10/2025 Present
Lincoln Memorial University Harrogate TN 08/2018 09/2019
Unemployed Dryden VA 04/2020 10/2020
Self Employed Jacksonville FL 10/2022 12/2024
Thomas Walker Ewing VA 08/2013 06/2017
Lincoln Memorial University Harrogate TN 07/2018 05/2020
Unemployed Jacksonville FL 12/2024 09/2025
  • 10/2020 → 03/2021
    21St Mortgage
    Knoxville, TN
  • 03/2021 → 10/2022
    Mutual Of Omaha Mortgage
    San Diego, CA
  • 06/2017 → 07/2018
    Mountain Empire
    Big Stone Gap, VA
  • 10/2017 → 04/2020
    K-Vat Food Stores
    Middlesboro, KY
  • 10/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2018 → 09/2019
    Lincoln Memorial University
    Harrogate, TN
  • 04/2020 → 10/2020
    Unemployed
    Dryden, VA
  • 10/2022 → 12/2024
    Self Employed
    Jacksonville, FL
  • 08/2013 → 06/2017
    Thomas Walker
    Ewing, VA
  • 07/2018 → 05/2020
    Lincoln Memorial University
    Harrogate, TN
  • 12/2024 → 09/2025
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
  • S66 Uniform Combined State Law Examination
    2026-01-30

View on SEC IAPD

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