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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Manchester, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 05/2022 Present
First Light Limo Windham NH 04/2022 05/2022
Whole Foods Market Portsmouth NH 06/2021 05/2022
Whole Foods Market Andover MA 04/2020 06/2021
Whole Foods Market Somerville MA 05/2019 04/2020
Whole Foods Market Swampscott MA 10/2017 05/2019
Jos.A.BAnk Clothiers Burlington MA 05/2017 10/2017
Fed Ex Andover MA 06/2017 07/2017
Target Andover MA 06/2017 07/2017
Unemployed Andover MA 01/2017 05/2017
Price Rite Supermarket Hyde Park MA 07/2016 01/2017
Autofair Ford Haverhill MA 11/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 04/2022 → 05/2022
    First Light Limo
    Windham, NH
  • 06/2021 → 05/2022
    Whole Foods Market
    Portsmouth, NH
  • 04/2020 → 06/2021
    Whole Foods Market
    Andover, MA
  • 05/2019 → 04/2020
    Whole Foods Market
    Somerville, MA
  • 10/2017 → 05/2019
    Whole Foods Market
    Swampscott, MA
  • 05/2017 → 10/2017
    Jos.A.BAnk Clothiers
    Burlington, MA
  • 06/2017 → 07/2017
    Fed Ex
    Andover, MA
  • 06/2017 → 07/2017
    Target
    Andover, MA
  • 01/2017 → 05/2017
    Unemployed
    Andover, MA
  • 07/2016 → 01/2017
    Price Rite Supermarket
    Hyde Park, MA
  • 11/2016 → 12/2016
    Autofair Ford
    Haverhill, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-69488|OrgNmn:Physicians Ridge Network|Org Addr:Naples,Florida,US|OBA Nature:Medical Recording|Invst Rel:N|Title:Clinic office assistant|Duties:I will be doing medical recording remotely. |StrtDt:07-11-22|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-01
  • S66 Uniform Combined State Law Examination
    2023-03-01

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