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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-13
  • TX RA
    APPROVED
    Since 2026-02-13

Branch Locations

Arlington, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Shore Funding Solutions Melville NY 09/2022 09/2022
Access Intelligence Arlington TX 04/2025 10/2025
Uber Long Island City NY 02/2017 04/2020
Hhaexchange New York City NY 09/2024 03/2025
Spothopper Jamaica NY 11/2023 09/2024
Rto Mobile Arlington TX 03/2025 07/2025
Uber Arlington TX 07/2020 10/2025
Exp Realty Forest Hills NY 05/2019 04/2020
Lyft Arlington TX 07/2020 10/2025
Charge & Ride Long Island City NY 11/2015 02/2017
Self Employed Queens NY 06/2020 11/2020
Fidelity Investments Westlake TX 10/2025 Present
Beqom New York City NY 11/2022 10/2023
Liberty Mutual Jamaica NY 01/2022 12/2022
Juno Long Island City NY 05/2018 11/2019
Exp Realty Forst Hills NY 07/2020 05/2023
Mutual Of Omaha Jamaica NY 01/2022 12/2022
Aetna Jamaica NY 01/2022 12/2022
Queens College Queens NY 01/2018 06/2019
Via Long Island City NY 06/2018 04/2020
Lyft Long Island City NY 04/2017 04/2020
Queensborough Community College Bayside NY 08/2015 01/2018
Unemployed Flsuhing NY 04/2020 06/2020
  • 09/2022 → 09/2022
    Shore Funding Solutions
    Melville, NY
  • 04/2025 → 10/2025
    Access Intelligence
    Arlington, TX
  • 02/2017 → 04/2020
    Uber
    Long Island City, NY
  • 09/2024 → 03/2025
    Hhaexchange
    New York City, NY
  • 11/2023 → 09/2024
    Spothopper
    Jamaica, NY
  • 03/2025 → 07/2025
    Rto Mobile
    Arlington, TX
  • 07/2020 → 10/2025
    Uber
    Arlington, TX
  • 05/2019 → 04/2020
    Exp Realty
    Forest Hills, NY
  • 07/2020 → 10/2025
    Lyft
    Arlington, TX
  • 11/2015 → 02/2017
    Charge & Ride
    Long Island City, NY
  • 06/2020 → 11/2020
    Self Employed
    Queens, NY
  • 10/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2022 → 10/2023
    Beqom
    New York City, NY
  • 01/2022 → 12/2022
    Liberty Mutual
    Jamaica, NY
  • 05/2018 → 11/2019
    Juno
    Long Island City, NY
  • 07/2020 → 05/2023
    Exp Realty
    Forst Hills, NY
  • 01/2022 → 12/2022
    Mutual Of Omaha
    Jamaica, NY
  • 01/2022 → 12/2022
    Aetna
    Jamaica, NY
  • 01/2018 → 06/2019
    Queens College
    Queens, NY
  • 06/2018 → 04/2020
    Via
    Long Island City, NY
  • 04/2017 → 04/2020
    Lyft
    Long Island City, NY
  • 08/2015 → 01/2018
    Queensborough Community College
    Bayside, NY
  • 04/2020 → 06/2020
    Unemployed
    Flsuhing, NY
Other Businesses

OBA-124500|OrgNmn:Uber|Org Addr:Arlington,Texas,US|OBA Nature:Rideshare driver|Invst Rel:N|Title:Independent Contractor|Duties:Pickup and drop off passangers. |StrtDt:07-10-20|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-06
  • S66 Uniform Combined State Law Examination
    2026-02-06

View on SEC IAPD

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