Joshua Allen Lai

Strategic Advisers LLC

Albuquerque, NM

Albuquerque, NM

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2026-06-16

NM RA
APPROVED

Since 2026-06-16

Branch Locations

Albuquerque, NM • United States

2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • 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

Organization	City	State	From	To
Pitt	Pittsburgh	PA	08/2017	08/2021
Fcahs	Pittsburgh	PA	07/2013	04/2017
Sap Ariba	Pittsburgh	PA	02/2022	02/2025
Sheetz	Pittsburgh	PA	05/2018	08/2018
Waterworks Cinema	Pittsburgh	PA	03/2015	08/2017
Unemployed	Pittsburgh	PA	02/2025	04/2025
Unemployed	Pittsburgh	PA	08/2025	03/2026
Unemployed	Pittsburgh	PA	04/2021	02/2022
At&T	Dallas	TX	04/2025	08/2025
Fuku Tea	Pittsburgh	PA	04/2018	04/2021
Fidelity Investments	Albuquerque	NM	03/2026	Present

08/2017 → 08/2021

Pitt

Pittsburgh, PA
07/2013 → 04/2017

Fcahs

Pittsburgh, PA
02/2022 → 02/2025

Sap Ariba

Pittsburgh, PA
05/2018 → 08/2018

Sheetz

Pittsburgh, PA
03/2015 → 08/2017

Waterworks Cinema

Pittsburgh, PA
02/2025 → 04/2025

Unemployed

Pittsburgh, PA
08/2025 → 03/2026

Unemployed

Pittsburgh, PA
04/2021 → 02/2022

Unemployed

Pittsburgh, PA
04/2025 → 08/2025

At&T

Dallas, TX
04/2018 → 04/2021

Fuku Tea

Pittsburgh, PA
03/2026 → Present

Fidelity Investments

Albuquerque, NM

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-12

S66 Uniform Combined State Law Examination

2026-06-12

Other Names

Joshua Lai

View on SEC IAPD

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