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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-10-17
MA RA APPROVED 2025-06-16
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-10-17
  • MA RA
    APPROVED
    Since 2025-06-16
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rochester, NH • 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
Fidelity Investments Merrimack NH 06/2022 Present
Uber Technologies, Inc. Los Angeles CA 12/2021 05/2022
Starbucks Sioux Falls SD 09/2021 11/2021
First Premier Bankcard Sioux Falls SD 05/2021 06/2021
Self-Employed Los Angeles CA 09/2017 01/2021
Vanessa Mooney Los Angeles CA 11/2019 03/2020
Crossroads West Hollywood CA 07/2018 12/2018
Nbc Universal Universal City CA 07/2018 11/2018
Young & Vicious Los Angeles CA 04/2016 07/2018
Divinity La Los Angeles CA 02/2014 09/2016
Unemployed Los Angeles CA 02/2021 04/2021
Robin Taylor Music Los Angeles CA 04/2007 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2021 → 05/2022
    Uber Technologies, Inc.
    Los Angeles, CA
  • 09/2021 → 11/2021
    Starbucks
    Sioux Falls, SD
  • 05/2021 → 06/2021
    First Premier Bankcard
    Sioux Falls, SD
  • 09/2017 → 01/2021
    Self-Employed
    Los Angeles, CA
  • 11/2019 → 03/2020
    Vanessa Mooney
    Los Angeles, CA
  • 07/2018 → 12/2018
    Crossroads
    West Hollywood, CA
  • 07/2018 → 11/2018
    Nbc Universal
    Universal City, CA
  • 04/2016 → 07/2018
    Young & Vicious
    Los Angeles, CA
  • 02/2014 → 09/2016
    Divinity La
    Los Angeles, CA
  • 02/2021 → 04/2021
    Unemployed
    Los Angeles, CA
  • 04/2007 → 06/2022
    Robin Taylor Music
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Studio City, CA
Other Businesses

OBA-94024|OrgNmn:Birch & Rose Co., LLC|Org Addr:Rochester,New Hampsh,US|OBA Nature:Handmade jewelry|Invst Rel:N|Title:Sole Proprietor|Duties:Hand made jewelry sold online |StrtDt:11-25-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-69473|OrgNmn:Robin Taylor Music|Org Addr:Revere,Massachuse,US|OBA Nature:Songwriter and Music Artist |Invst Rel:N|Title:Sole Proprietor|Duties:Original songs synced in movies & spotify|StrtDt:05-01-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-05
S63 Uniform Securities Agent State Law Examination 2022-10-10
  • S66 Uniform Combined State Law Examination
    2024-03-05
  • S63 Uniform Securities Agent State Law Examination
    2022-10-10
Other Names
  • Robin Taylor Cook

View on SEC IAPD

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