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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rockville, MD • United States

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • 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
La Fitness Silver Spring MD 12/2017 03/2018
Joyce Electric Llc Kensington MD 08/2018 10/2021
Tcg Transportation Llc & Tcg Development Llc Highland MD 07/2020 10/2021
University Of Mayrland College Park MD 01/2014 05/2018
Fidelity Investments Columbia MD 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → 03/2018
    La Fitness
    Silver Spring, MD
  • 08/2018 → 10/2021
    Joyce Electric Llc
    Kensington, MD
  • 07/2020 → 10/2021
    Tcg Transportation Llc & Tcg Development Llc
    Highland, MD
  • 01/2014 → 05/2018
    University Of Mayrland
    College Park, MD
  • 10/2021 → Present
    Fidelity Investments
    Columbia, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-04
  • S66 Uniform Combined State Law Examination
    2022-10-04

View on SEC IAPD

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