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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-27
TX RA APPROVED 2025-05-22
  • FL RA
    APPROVED
    Since 2025-05-27
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

Yulee, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Atlas Stageworks Lighting Raleigh NC 02/2017 01/2021
Burning Coal Theatre Company Raleigh NC 01/2017 12/2017
Uber Raleigh NC 02/2017 07/2017
Unemployed Homemaker Raleigh NC 08/2016 01/2017
Carolina Ballet Raleigh NC 12/2017 12/2017
Fidelity Investments Durham NC 01/2021 Present
  • 02/2017 → 01/2021
    Atlas Stageworks Lighting
    Raleigh, NC
  • 01/2017 → 12/2017
    Burning Coal Theatre Company
    Raleigh, NC
  • 02/2017 → 07/2017
    Uber
    Raleigh, NC
  • 08/2016 → 01/2017
    Unemployed Homemaker
    Raleigh, NC
  • 12/2017 → 12/2017
    Carolina Ballet
    Raleigh, NC
  • 01/2021 → Present
    Fidelity Investments
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-25
S63 Uniform Securities Agent State Law Examination 2021-12-31
  • S66 Uniform Combined State Law Examination
    2025-04-25
  • S63 Uniform Securities Agent State Law Examination
    2021-12-31

View on SEC IAPD

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