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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7565 West Bell Road, Peoria, AZ 85382-3829 • United States

Phoenix, AZ • 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
Full Time Education St.CHarles MI 10/2021 01/2022
Unemployed St.CHarles MI 04/2020 05/2021
Full Time Education St.CHarles MI 08/2019 10/2019
Full Time Education St.CHarles MI 09/2018 06/2019
Unemployed St.CHarles MI 04/2013 07/2018
Frank's St.CHarles MI 06/2019 06/2019
Arby's Birch Run MI 07/2018 09/2018
Jack's Fruit Market Saginaw MI 07/2019 08/2019
Michigan Health Information Network East Lansing MI 01/2022 05/2022
Door Dash San Francisco CA 10/2019 04/2020
Hillis Brother's Painting Kentwood MI 05/2021 10/2021
Comerica Bank Grand Rapids MI 05/2022 01/2023
Comerica Bank Grand Rapids MI 01/2023 06/2023
Fidelity Investments Durham NC 07/2023 02/2024
Fidelity Investments Peoria AZ 02/2024 Present
Chic Fil A Durham NC 08/2023 09/2023
Door Dash Durham NC 07/2023 09/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 01/2022
    Full Time Education
    St.CHarles, MI
  • 04/2020 → 05/2021
    Unemployed
    St.CHarles, MI
  • 08/2019 → 10/2019
    Full Time Education
    St.CHarles, MI
  • 09/2018 → 06/2019
    Full Time Education
    St.CHarles, MI
  • 04/2013 → 07/2018
    Unemployed
    St.CHarles, MI
  • 06/2019 → 06/2019
    Frank's
    St.CHarles, MI
  • 07/2018 → 09/2018
    Arby's
    Birch Run, MI
  • 07/2019 → 08/2019
    Jack's Fruit Market
    Saginaw, MI
  • 01/2022 → 05/2022
    Michigan Health Information Network
    East Lansing, MI
  • 10/2019 → 04/2020
    Door Dash
    San Francisco, CA
  • 05/2021 → 10/2021
    Hillis Brother's Painting
    Kentwood, MI
  • 05/2022 → 01/2023
    Comerica Bank
    Grand Rapids, MI
  • 01/2023 → 06/2023
    Comerica Bank
    Grand Rapids, MI
  • 07/2023 → 02/2024
    Fidelity Investments
    Durham, NC
  • 02/2024 → Present
    Fidelity Investments
    Peoria, AZ
  • 08/2023 → 09/2023
    Chic Fil A
    Durham, NC
  • 07/2023 → 09/2023
    Door Dash
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Peoria, AZ
Other Businesses

OBA-128802|OrgNmn:Dog Sitting|Org Addr:Phoenix,Arizona,US|OBA Nature:Watching pets|Invst Rel:N|Title:Dog sitter|Duties:Watching pets|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-09
  • S66 Uniform Combined State Law Examination
    2024-05-09

View on SEC IAPD

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