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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Portland, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
Keybank Wilsonville OR 12/2021 06/2022
Western Oregon University Monmouth OR 02/2021 12/2021
Subway Monmouth OR 08/2020 02/2021
Illahe Country Club Salem OR 04/2019 09/2019
Hoopsource Llc Portland OR 03/2018 03/2019
Jimmy John's Tigard OR 01/2014 07/2017
Fidelity Investments Tigard OR 06/2022 Present
Unemployed Monmouth OR 07/2017 03/2018
Unemployed Monmouth OR 09/2019 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → 06/2022
    Keybank
    Wilsonville, OR
  • 02/2021 → 12/2021
    Western Oregon University
    Monmouth, OR
  • 08/2020 → 02/2021
    Subway
    Monmouth, OR
  • 04/2019 → 09/2019
    Illahe Country Club
    Salem, OR
  • 03/2018 → 03/2019
    Hoopsource Llc
    Portland, OR
  • 01/2014 → 07/2017
    Jimmy John's
    Tigard, OR
  • 06/2022 → Present
    Fidelity Investments
    Tigard, OR
  • 07/2017 → 03/2018
    Unemployed
    Monmouth, OR
  • 09/2019 → 08/2020
    Unemployed
    Monmouth, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-27
S63 Uniform Securities Agent State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2023-07-27
  • S63 Uniform Securities Agent State Law Examination
    2022-12-02
Other Names
  • Ryan Alexander Worthley
  • Ryan Worthley

View on SEC IAPD

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