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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-15
  • OR RA
    APPROVED
    Since 2026-04-15

Branch Locations

Portland, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
Northwest Pump Portland OR 06/2021 08/2022
Ascentec Engineering Tualatin OR 07/2024 09/2025
Unemployed Portland OR 09/2022 12/2022
Unemployeed Portland OR 10/2025 10/2025
Kroger Portland OR 01/2023 07/2024
Unemployed Portland OR 06/2016 05/2021
Yo Place St. Helens OR 07/2016 05/2017
Fidelity Investments Tigard OR 11/2025 Present
  • 06/2021 → 08/2022
    Northwest Pump
    Portland, OR
  • 07/2024 → 09/2025
    Ascentec Engineering
    Tualatin, OR
  • 09/2022 → 12/2022
    Unemployed
    Portland, OR
  • 10/2025 → 10/2025
    Unemployeed
    Portland, OR
  • 01/2023 → 07/2024
    Kroger
    Portland, OR
  • 06/2016 → 05/2021
    Unemployed
    Portland, OR
  • 07/2016 → 05/2017
    Yo Place
    St. Helens, OR
  • 11/2025 → Present
    Fidelity Investments
    Tigard, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-07
  • S66 Uniform Combined State Law Examination
    2026-04-07

View on SEC IAPD

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