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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-04-07
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • WV RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Charles Town, WV • 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
Party City Winchester VA 10/2016 10/2017
Dicks'S Sporting Goods Winchester VA 09/2017 11/2018
Lowe'S Winchester VA 02/2018 08/2018
Pine Dentistry & Braces Winchester VA 10/2018 08/2019
Azadi Dental Morgantown WV 06/2019 05/2022
Wvu Medicine Morgantown WV 08/2021 04/2022
Fidelity Investments Durham NC 05/2022 Present
Lord Fairfax Community College Middletown VA 08/2017 05/2019
West Virginia University Morgantown WV 08/2019 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 10/2017
    Party City
    Winchester, VA
  • 09/2017 → 11/2018
    Dicks'S Sporting Goods
    Winchester, VA
  • 02/2018 → 08/2018
    Lowe'S
    Winchester, VA
  • 10/2018 → 08/2019
    Pine Dentistry & Braces
    Winchester, VA
  • 06/2019 → 05/2022
    Azadi Dental
    Morgantown, WV
  • 08/2021 → 04/2022
    Wvu Medicine
    Morgantown, WV
  • 05/2022 → Present
    Fidelity Investments
    Durham, NC
  • 08/2017 → 05/2019
    Lord Fairfax Community College
    Middletown, VA
  • 08/2019 → 05/2022
    West Virginia University
    Morgantown, WV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Preston, VA
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
S63 Uniform Securities Agent State Law Examination 2022-09-13
  • S66 Uniform Combined State Law Examination
    2023-02-17
  • S63 Uniform Securities Agent State Law Examination
    2022-09-13
Other Names
  • Nic Blue

View on SEC IAPD

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