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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-23
TX RA APPROVED 2026-06-15
  • FL RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Fidelity Investments Jacksonville FL 02/2026 Present
Sushi Sake Gainesville FL 10/2025 02/2026
Mark'S Prime Steakhouse Gainesville FL 10/2024 02/2026
The Cheesecake Factory Gainesville FL 08/2019 01/2025
Mojo Hogtown Bbq Gainesville FL 10/2019 08/2022
Ivy On The Square Ocala FL 10/2018 10/2019
Braised Onion Ocala FL 08/2016 10/2018
  • 02/2026 → Present
    Fidelity Investments
    Jacksonville, FL
  • 10/2025 → 02/2026
    Sushi Sake
    Gainesville, FL
  • 10/2024 → 02/2026
    Mark'S Prime Steakhouse
    Gainesville, FL
  • 08/2019 → 01/2025
    The Cheesecake Factory
    Gainesville, FL
  • 10/2019 → 08/2022
    Mojo Hogtown Bbq
    Gainesville, FL
  • 10/2018 → 10/2019
    Ivy On The Square
    Ocala, FL
  • 08/2016 → 10/2018
    Braised Onion
    Ocala, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-08
  • S66 Uniform Combined State Law Examination
    2026-06-08

View on SEC IAPD

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