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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 2025-04-11
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-04-11
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

North Bend, WA • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Redmond WA 01/2022 Present
Greater Pacific Industries Bellevue WA 01/2019 01/2022
Golftec Bellevue WA 04/2017 01/2019
Greater Pacific Industries Bellevue WA 01/2015 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Redmond, WA
  • 01/2019 → 01/2022
    Greater Pacific Industries
    Bellevue, WA
  • 04/2017 → 01/2019
    Golftec
    Bellevue, WA
  • 01/2015 → 03/2017
    Greater Pacific Industries
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
  • S66 Uniform Combined State Law Examination
    2023-04-10

View on SEC IAPD

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