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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-16
TX RA APPROVED 2026-05-16
  • CA RA
    APPROVED
    Since 2026-05-16
  • TX RA
    APPROVED
    Since 2026-05-16

Branch Locations

Garden Grove, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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 Garden Grove CA 07/2023 04/2025
Unemployed Garden Grove CA 07/2002 12/2022
Fidelity Investments Mission Viejo CA 02/2026 Present
Gongcha Santa Ana CA 12/2022 07/2023
Citibank Huntington Beach CA 04/2025 02/2026
  • 07/2023 → 04/2025
    Unemployed
    Garden Grove, CA
  • 07/2002 → 12/2022
    Unemployed
    Garden Grove, CA
  • 02/2026 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 12/2022 → 07/2023
    Gongcha
    Santa Ana, CA
  • 04/2025 → 02/2026
    Citibank
    Huntington Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-26
  • S66 Uniform Combined State Law Examination
    2025-12-26

View on SEC IAPD

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