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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Merrimack, NH • 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
Melissa Hoffman Dance Center Hudson NH 09/2013 06/2018
North Side Grille Hudson NH 01/2016 01/2022
American Eagle Outfitters Newington NH 11/2018 07/2019
Bsp Trans Inc. Londonderry NH 10/2021 01/2022
Fidelity Investments Merrimack NH 03/2022 Present
Unemployed Canton MA 01/2022 03/2022
Campbell High School Litchfield NH 08/2014 06/2018
University Of New Hampshire Durham NH 08/2018 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 06/2018
    Melissa Hoffman Dance Center
    Hudson, NH
  • 01/2016 → 01/2022
    North Side Grille
    Hudson, NH
  • 11/2018 → 07/2019
    American Eagle Outfitters
    Newington, NH
  • 10/2021 → 01/2022
    Bsp Trans Inc.
    Londonderry, NH
  • 03/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2022 → 03/2022
    Unemployed
    Canton, MA
  • 08/2014 → 06/2018
    Campbell High School
    Litchfield, NH
  • 08/2018 → 01/2020
    University Of New Hampshire
    Durham, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-96039|OrgNmn:North Side Grille|Org Addr:Hudson,New Hampsh,US|OBA Nature:Restuarant & Bar|Invst Rel:N|Title:Employee|Duties:Serve food & drink, including craft beers and cocktails to patrons as well create a fun, welcoming atmosphere and provide top notch customer s|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-125988|OrgNmn:Melissa Hoffman Dance Center|Org Addr:Hudson,New Hampsh,US|OBA Nature:Dance School|Invst Rel:N|Title:Dance Teacher|Duties:Teach various dance styles, choreograph routines and participate in performances.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2022-08-19

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