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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jacksonville, 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
Fidelity Investments Jacksonville FL 02/2022 Present
4 Rivers Smokehouse Jacksonville FL 10/2021 02/2022
Morton's The Steakhouse Jacksonville FL 09/2021 02/2022
Morton's The Steakhouse Miami FL 11/2016 07/2021
Morton's The Steakhouse Biloxi MS 08/2021 08/2021
Morton's The Steakhouse Coral Gables FL 01/2017 01/2021
Morton's The Steakhouse Fort Lauderdale FL 01/2017 12/2019
Miami Lakes Jeweler's/Pandora Miami Lakes/Hialeah FL 08/2020 04/2021
Sawa Restaurant And Lounge Coral Gables FL 07/2016 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 10/2021 → 02/2022
    4 Rivers Smokehouse
    Jacksonville, FL
  • 09/2021 → 02/2022
    Morton's The Steakhouse
    Jacksonville, FL
  • 11/2016 → 07/2021
    Morton's The Steakhouse
    Miami, FL
  • 08/2021 → 08/2021
    Morton's The Steakhouse
    Biloxi, MS
  • 01/2017 → 01/2021
    Morton's The Steakhouse
    Coral Gables, FL
  • 01/2017 → 12/2019
    Morton's The Steakhouse
    Fort Lauderdale, FL
  • 08/2020 → 04/2021
    Miami Lakes Jeweler's/Pandora
    Miami Lakes/Hialeah, FL
  • 07/2016 → 11/2016
    Sawa Restaurant And Lounge
    Coral Gables, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-66430|OrgNmn:ThredUp|Org Addr:Oakland,California,US|OBA Nature:E-commerce|Invst Rel:N|Title:Seller|Duties:Fill box of apparel, ship box, and manage listing on website.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-66420|OrgNmn:Facebook Marketplace|Org Addr:Menlo Park,California,US|OBA Nature:E-commerce|Invst Rel:N|Title:Seller|Duties:Posting and maintaing listings, communicating with buyer, and meeting sellers for transactions|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-22
  • S66 Uniform Combined State Law Examination
    2022-12-22

View on SEC IAPD

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