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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-03
VA RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2026-08-03
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Philadelphia, PA • 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
Ameriprise Financial Services, Llc Fairfax VA 01/2022 09/2022
Doordash College Park MD 04/2020 01/2022
University Of Maryland College Park MD 07/2021 12/2021
University Of Maryland College Park MD 08/2019 08/2021
Boy Scouts Of America Alpine NJ 12/2017 09/2019
Tenafly Youth Basketball Tenafly NJ 11/2016 06/2018
Urj Eisner Camp Great Barrington MA 06/2018 08/2018
Tenakill Swim Club Tenafly NJ 06/2014 08/2017
John King For Governor College Park MD 06/2021 09/2021
Paula Jean Swearengin For Us Senate College Park MD 09/2020 11/2020
Zina Spezakis For Congress Tenafly NJ 05/2020 07/2020
Fair Ballot Project Tenafly NJ 01/2021 02/2022
Fidelity Investments Falls Church VA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 09/2022
    Fairfax, VA
  • 04/2020 → 01/2022
    Doordash
    College Park, MD
  • 07/2021 → 12/2021
    University Of Maryland
    College Park, MD
  • 08/2019 → 08/2021
    University Of Maryland
    College Park, MD
  • 12/2017 → 09/2019
    Boy Scouts Of America
    Alpine, NJ
  • 11/2016 → 06/2018
    Tenafly Youth Basketball
    Tenafly, NJ
  • 06/2018 → 08/2018
    Urj Eisner Camp
    Great Barrington, MA
  • 06/2014 → 08/2017
    Tenakill Swim Club
    Tenafly, NJ
  • 06/2021 → 09/2021
    John King For Governor
    College Park, MD
  • 09/2020 → 11/2020
    Paula Jean Swearengin For Us Senate
    College Park, MD
  • 05/2020 → 07/2020
    Zina Spezakis For Congress
    Tenafly, NJ
  • 01/2021 → 02/2022
    Fair Ballot Project
    Tenafly, NJ
  • 10/2022 → Present
    Fidelity Investments
    Falls Church, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-17
  • S66 Uniform Combined State Law Examination
    2022-06-17

View on SEC IAPD

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