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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hollywood, 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
Rbc Capital Markets, Llc New York NY 08/2014 11/2016
Sg Americas Securities, Llc New York NY 12/2016 11/2017
Wells Fargo Advisors Financial Network, Llc Fort Lauderdale FL 12/2018 06/2021
Invibed New York NY 11/2017 12/2018
Fidleity Investments Plantation FL 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 11/2016
    Rbc Capital Markets, Llc
    New York, NY
  • 12/2016 → 11/2017
    Sg Americas Securities, Llc
    New York, NY
  • 12/2018 → 06/2021
    Fort Lauderdale, FL
  • 11/2017 → 12/2018
    Invibed
    New York, NY
  • 08/2021 → Present
    Fidleity Investments
    Plantation, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-06
S63 Uniform Securities Agent State Law Examination 2017-04-24
  • S65 Uniform Investment Adviser Law Examination
    2020-07-06
  • S63 Uniform Securities Agent State Law Examination
    2017-04-24

View on SEC IAPD

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