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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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
Spoton Burlington NC 02/2021 03/2022
Drakes Burlington NC 08/2021 03/2022
Home Depot Burlington NC 08/2019 08/2020
Mykonos Grill Graham NC 01/2018 02/2019
Dsm Franklin TN 12/2016 12/2017
Home Depot Franklin TN 12/2015 12/2016
Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 08/2020 02/2021
Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 02/2019 08/2019
Fidelity Investments Durham NC 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 03/2022
    Spoton
    Burlington, NC
  • 08/2021 → 03/2022
    Drakes
    Burlington, NC
  • 08/2019 → 08/2020
    Home Depot
    Burlington, NC
  • 01/2018 → 02/2019
    Mykonos Grill
    Graham, NC
  • 12/2016 → 12/2017
    Dsm
    Franklin, TN
  • 12/2015 → 12/2016
    Home Depot
    Franklin, TN
  • 08/2020 → 02/2021
    Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 02/2019 → 08/2019
    Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 03/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-123007|OrgNmn:Nicheapparel|Org Addr:Durham,North Caro,US|OBA Nature:Online Clothing Store|Invst Rel:N|Title:Partner|Duties:Managing the online store and the orders. an evening or two a week will be spent on creating new designs to be sold. |StrtDt:01-12-26|TotHrs/mon:5|TrdHrs/mon:0|OBA-122975|OrgNmn:The Paper Dragon|Org Addr:Durham,North Caro,US|OBA Nature:Hobby Shop - store front to co|Invst Rel:N|Title:Officer|Duties:I will be helping to finance the creation of the store. I will also be assisting with various idea creation and some of the execution with an |StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-10
  • S66 Uniform Combined State Law Examination
    2022-10-10
Other Names
  • Sam Harris

View on SEC IAPD

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