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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Silver Spring, MD • 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 Bethesda MD 10/2022 Present
Bank Of America Bethesda MD 09/2021 10/2022
Bozzuto Greenbelt MD 06/2021 07/2021
Withum Bethesda MD 08/2020 08/2020
Cohnreznick Bethesda MD 01/2020 04/2020
Cohnreznick Bethesda MD 01/2021 04/2021
Grf Cpas & Advisors Bethesda MD 07/2020 07/2020
Gravy Staff, Inc 7002 Arundel Mills Cir MD 12/2019 01/2020
Wendy's White Marsh MD 03/2015 09/2016
Cvs Pharmacy Baltimore MD 09/2016 08/2017
University Of Maryland - Adele H. Stamp Student Union College Park MD 08/2017 05/2018
Alvarez & Marsal Washington, D.C. DC 05/2018 08/2018
University Of Maryland - Department Of Electrical & Computer Eng College Park MD 10/2018 12/2018
The Enclave At 8700 Apartments College Park MD 12/2018 12/2019
Dtlr Hyattsville MD 12/2018 01/2019
N/A N/A MD 09/2020 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → Present
    Fidelity Investments
    Bethesda, MD
  • 09/2021 → 10/2022
    Bank Of America
    Bethesda, MD
  • 06/2021 → 07/2021
    Bozzuto
    Greenbelt, MD
  • 08/2020 → 08/2020
    Withum
    Bethesda, MD
  • 01/2020 → 04/2020
    Cohnreznick
    Bethesda, MD
  • 01/2021 → 04/2021
    Cohnreznick
    Bethesda, MD
  • 07/2020 → 07/2020
    Grf Cpas & Advisors
    Bethesda, MD
  • 12/2019 → 01/2020
    Gravy Staff, Inc
    7002 Arundel Mills Cir, MD
  • 03/2015 → 09/2016
    Wendy's
    White Marsh, MD
  • 09/2016 → 08/2017
    Cvs Pharmacy
    Baltimore, MD
  • 08/2017 → 05/2018
    University Of Maryland - Adele H. Stamp Student Union
    College Park, MD
  • 05/2018 → 08/2018
    Alvarez & Marsal
    Washington, D.C., DC
  • 10/2018 → 12/2018
    University Of Maryland - Department Of Electrical & Computer Eng
    College Park, MD
  • 12/2018 → 12/2019
    The Enclave At 8700 Apartments
    College Park, MD
  • 12/2018 → 01/2019
    Dtlr
    Hyattsville, MD
  • 09/2020 → 12/2020
    N/A
    N/A, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27
Other Names
  • Ahmon Terrell Smallwood

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