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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 2026-01-13
MD RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • United States

Gaithersburg, MD • 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
Fidelity Investments Bethesda MD 01/2022 Present
Life Time, Inc. Gaithersburg MD 09/2021 12/2021
Munno's Italian Deli And Catering Pearl River NY 06/2012 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Bethesda, MD
  • 09/2021 → 12/2021
    Life Time, Inc.
    Gaithersburg, MD
  • 06/2012 → Present
    Munno's Italian Deli And Catering
    Pearl River, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rockville, MD
Other Businesses

OBA-65535|OrgNmn:Munno's Italian Deli and Catering|Org Addr:Pearl Rive,New York,US|OBA Nature:Catering Business|Invst Rel:N|Title:Employee|Duties:Assiting with payroll and ordering activity|StrtDt:07-01-12|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-02
  • S66 Uniform Combined State Law Examination
    2022-07-02

View on SEC IAPD

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