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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-14
NV RA APPROVED 2026-06-25
  • TX RA
    APPROVED_RES
    Since 2026-07-14
  • NV RA
    APPROVED
    Since 2026-06-25

Branch Locations

Las Vegas, NV • United States

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Redcap Construction Riverhead NY 06/2025 08/2025
University Of San Diego San Diego CA 08/2015 06/2019
Crowdstretch Las Vegas NV 05/2025 01/2026
Juniper Networks Sunnyvale CA 06/2019 06/2025
Fidelity Investments Henderson NV 02/2026 Present
Fidelity Brokerage Services Llc Henderson NV 06/2026 Present
Strategic Advisers, Llc Henderson NV 06/2026 Present
  • 06/2025 → 08/2025
    Redcap Construction
    Riverhead, NY
  • 08/2015 → 06/2019
    University Of San Diego
    San Diego, CA
  • 05/2025 → 01/2026
    Crowdstretch
    Las Vegas, NV
  • 06/2019 → 06/2025
    Juniper Networks
    Sunnyvale, CA
  • 02/2026 → Present
    Fidelity Investments
    Henderson, NV
  • 06/2026 → Present
    Fidelity Brokerage Services Llc
    Henderson, NV
  • 06/2026 → Present
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-22
  • S66 Uniform Combined State Law Examination
    2026-06-22

View on SEC IAPD

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