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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
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Mechanicsville, VA • 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
Raw Design Llc Bradenton FL 11/2021 09/2022
Uber Technology Llc San Franscisco CA 10/2020 11/2021
Cr Fitness Holdings Llc Bradenton FL 05/2019 10/2020
Bitesquad Gainesville FL 06/2019 08/2019
Top Step Llc Chicago IL 06/2021 08/2021
Mercedes Benz Of Sarasota (Autonation) Sarasota FL 12/2018 05/2019
Tempe Nissan (Atonation) Tempe AZ 04/2017 12/2018
Planet Fitness Chandler AZ 10/2016 04/2017
La Fitness Chandler AZ 07/2016 10/2016
Fidelity Investments Covington KY 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 09/2022
    Raw Design Llc
    Bradenton, FL
  • 10/2020 → 11/2021
    Uber Technology Llc
    San Franscisco, CA
  • 05/2019 → 10/2020
    Cr Fitness Holdings Llc
    Bradenton, FL
  • 06/2019 → 08/2019
    Bitesquad
    Gainesville, FL
  • 06/2021 → 08/2021
    Top Step Llc
    Chicago, IL
  • 12/2018 → 05/2019
    Mercedes Benz Of Sarasota (Autonation)
    Sarasota, FL
  • 04/2017 → 12/2018
    Tempe Nissan (Atonation)
    Tempe, AZ
  • 10/2016 → 04/2017
    Planet Fitness
    Chandler, AZ
  • 07/2016 → 10/2016
    La Fitness
    Chandler, AZ
  • 11/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-22
S63 Uniform Securities Agent State Law Examination 2023-03-13
  • S66 Uniform Combined State Law Examination
    2024-04-22
  • S63 Uniform Securities Agent State Law Examination
    2023-03-13

View on SEC IAPD

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