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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-03-26
TX RA APPROVED 2026-03-26
  • RI RA
    APPROVED
    Since 2026-03-26
  • TX RA
    APPROVED
    Since 2026-03-26

Branch Locations

Cranston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Unemployed Cranston RI 10/2023 06/2024
Volante Design Easthampton MA 12/2020 10/2023
Joann Fabrics Warwick RI 03/2018 11/2020
Fidelity Investments Smithfield RI 09/2024 Present
Extreme Costumes North Kingstown RI 10/2014 09/2017
K-Zao Providence RI 06/2024 08/2024
Rhode Island College Providence RI 09/2017 03/2018
  • 10/2023 → 06/2024
    Unemployed
    Cranston, RI
  • 12/2020 → 10/2023
    Volante Design
    Easthampton, MA
  • 03/2018 → 11/2020
    Joann Fabrics
    Warwick, RI
  • 09/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 10/2014 → 09/2017
    Extreme Costumes
    North Kingstown, RI
  • 06/2024 → 08/2024
    K-Zao
    Providence, RI
  • 09/2017 → 03/2018
    Rhode Island College
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-19
  • S66 Uniform Combined State Law Examination
    2026-03-19
Other Names
  • Quan Ma

View on SEC IAPD

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