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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-06
  • CA RA
    APPROVED
    Since 2026-07-06

Branch Locations

Ladera Ranch, CA • United States

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • 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
Tesoro Highschool Las Flores CA 07/2016 06/2020
Saddleback Community College Mission Viejo CA 07/2020 07/2022
Boise State University Boise ID 08/2022 12/2023
Casa Ranchero Ladera Ranch CA 01/2018 04/2020
Marsh Mclennan Agency Aliso Viejo CA 01/2024 01/2026
Fidelity Investments Irvine CA 01/2026 Present
California Motors Direct Santa Ana CA 10/2019 01/2020
  • 07/2016 → 06/2020
    Tesoro Highschool
    Las Flores, CA
  • 07/2020 → 07/2022
    Saddleback Community College
    Mission Viejo, CA
  • 08/2022 → 12/2023
    Boise State University
    Boise, ID
  • 01/2018 → 04/2020
    Casa Ranchero
    Ladera Ranch, CA
  • 01/2024 → 01/2026
    Marsh Mclennan Agency
    Aliso Viejo, CA
  • 01/2026 → Present
    Fidelity Investments
    Irvine, CA
  • 10/2019 → 01/2020
    California Motors Direct
    Santa Ana, CA
Other Businesses

OBA-130853|OrgNmn:AR Bartending|Org Addr:Ladera Ran,California,US|OBA Nature:Bartending for parties in our |Invst Rel:N|Title:Sole Proprietor|Duties:The business is working with a host of a party to assist with bartending and servicing the party including cleaning, dishes, and prepping the |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-126970|OrgNmn:Local Handyman |Org Addr:Ladera Ran,California,US|OBA Nature:I do local handyman work in my|Invst Rel:N|Title:Sole Proprietor|Duties:to assist neighbors with tasks that they are unable to complete themselves. It's community facebook page that they will reach out on mainly. |StrtDt:03-31-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
  • S66 Uniform Combined State Law Examination
    2026-05-19
Other Names
  • Aiden Tanner

View on SEC IAPD

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