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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
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States

Keller, TX • 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
Jersey Mikes Santa Clarita CA 01/2016 12/2018
Cosgrove Fast Systems Newhall CA 03/2017 04/2017
College Of The Canyons Santa Clarita CA 12/2018 07/2019
California State University, Northridge Northridge CA 08/2019 05/2020
Kayne Anderson Rudnick Century City CA 06/2019 07/2019
Unemployed Yuba City CA 05/2020 12/2020
Enerprise Rent A Car Yuba City CA 12/2020 02/2021
Watts Water Technologies Woodland CA 02/2021 11/2021
Unemployed Yuba City CA 11/2021 03/2022
Fidelity Investments Westlake TX 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 12/2018
    Jersey Mikes
    Santa Clarita, CA
  • 03/2017 → 04/2017
    Cosgrove Fast Systems
    Newhall, CA
  • 12/2018 → 07/2019
    College Of The Canyons
    Santa Clarita, CA
  • 08/2019 → 05/2020
    California State University, Northridge
    Northridge, CA
  • 06/2019 → 07/2019
    Kayne Anderson Rudnick
    Century City, CA
  • 05/2020 → 12/2020
    Unemployed
    Yuba City, CA
  • 12/2020 → 02/2021
    Enerprise Rent A Car
    Yuba City, CA
  • 02/2021 → 11/2021
    Watts Water Technologies
    Woodland, CA
  • 11/2021 → 03/2022
    Unemployed
    Yuba City, CA
  • 03/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-11
  • S66 Uniform Combined State Law Examination
    2023-03-11

View on SEC IAPD

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