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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fairfax, VA • United States

11957 Democracy Drive, Reston, VA 20190-5662 • 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
Pohanka Nissan Of Stafford Stafford VA 05/2021 05/2022
Fidelity Investments Arlington VA 05/2022 Present
Student Waxhaw NC 05/2012 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 05/2022
    Pohanka Nissan Of Stafford
    Stafford, VA
  • 05/2022 → Present
    Fidelity Investments
    Arlington, VA
  • 05/2012 → 05/2021
    Student
    Waxhaw, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
S63 Uniform Securities Agent State Law Examination 2022-12-17
  • S66 Uniform Combined State Law Examination
    2023-02-24
  • S63 Uniform Securities Agent State Law Examination
    2022-12-17

View on SEC IAPD

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