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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-20
FL RA APPROVED 2025-05-09
  • TX RA
    APPROVED
    Since 2025-05-20
  • FL RA
    APPROVED
    Since 2025-05-09

Branch Locations

Davie, FL • United States

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • 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
Southeastern Conference Gainesville FL 10/2020 07/2023
Mid Florida Officials Association Gainesville FL 08/2021 05/2023
Coastal Wealth, A Massmutual Firm Fort Lauderdale FL 05/2022 08/2022
Signature Consultants Fort Lauderdale FL 05/2021 07/2021
None Fort Lauderdale FL 07/2013 05/2021
Fidelity Investments Boca Raton FL 07/2023 Present
  • 10/2020 → 07/2023
    Southeastern Conference
    Gainesville, FL
  • 08/2021 → 05/2023
    Mid Florida Officials Association
    Gainesville, FL
  • 05/2022 → 08/2022
    Coastal Wealth, A Massmutual Firm
    Fort Lauderdale, FL
  • 05/2021 → 07/2021
    Signature Consultants
    Fort Lauderdale, FL
  • 07/2013 → 05/2021
    None
    Fort Lauderdale, FL
  • 07/2023 → Present
    Fidelity Investments
    Boca Raton, FL
Other Businesses

OBA-100542|OrgNmn:Southeastern Conference|Org Addr:Gainesvill,Florida,US|OBA Nature:Collegiate Athletic Conference|Invst Rel:N|Title:TV Liaison|Duties:Coordinate TV timeouts between TV network representatives and on-field referees. |StrtDt:09-16-23|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-13
S63 Uniform Securities Agent State Law Examination 2023-11-09
  • S65 Uniform Investment Adviser Law Examination
    2024-02-13
  • S63 Uniform Securities Agent State Law Examination
    2023-11-09

View on SEC IAPD

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