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Dallas Laine Mashburn

Strategic Advisers LLC

Smithfield, RI

Providence, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-07-10
RI RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • MA RA
    APPROVED
    Since 2025-07-10
  • RI RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Providence, RI • 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
Equitable Advisors, Llc New York NY 11/2022 08/2023
Barrington High School Barrington RI 08/2014 08/2018
University Of Vermont Burlington VT 08/2018 05/2022
Body Natural Fitness Center Barrington RI 10/2016 01/2017
Ymca Camp Abnaki North Hero VT 06/2016 08/2018
Piezoni's Pizza Barrington RI 07/2019 01/2022
Unemployed Barrington RI 05/2022 11/2022
Fidelity Investments Smithfield RI 07/2023 Present
  • 11/2022 → 08/2023
    Equitable Advisors, Llc
    New York, NY
  • 08/2014 → 08/2018
    Barrington High School
    Barrington, RI
  • 08/2018 → 05/2022
    University Of Vermont
    Burlington, VT
  • 10/2016 → 01/2017
    Body Natural Fitness Center
    Barrington, RI
  • 06/2016 → 08/2018
    Ymca Camp Abnaki
    North Hero, VT
  • 07/2019 → 01/2022
    Piezoni's Pizza
    Barrington, RI
  • 05/2022 → 11/2022
    Unemployed
    Barrington, RI
  • 07/2023 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2023-09-08
  • S66 Uniform Combined State Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2023-09-08
Other Names
  • Dallas Laine Mashburn
  • Dallas Mashburn

View on SEC IAPD

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