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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Francisco, CA • United States

1411 Chapin Avenue, Burlingame, CA 94010-4002 • 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
The Tin Roof Spokane WA 07/2021 08/2021
Oakwood Athletic Club Lafayette CA 05/2019 01/2020
Discount Tire: America's Tire Walnut Creek CA 08/2017 02/2018
Fidelity Investments Burlingame CA 12/2022 Present
Unemployed Lafayette CA 01/2012 08/2017
Unemployed Lafayette CA 02/2018 07/2018
Doordash Lafayette CA 07/2018 08/2018
Unemployed Spokane WA 08/2018 05/2019
Unemployed Spokane WA 01/2020 03/2020
Doordash Spokane WA 03/2020 07/2021
Unemployed Spokane WA 08/2021 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 08/2021
    The Tin Roof
    Spokane, WA
  • 05/2019 → 01/2020
    Oakwood Athletic Club
    Lafayette, CA
  • 08/2017 → 02/2018
    Discount Tire: America's Tire
    Walnut Creek, CA
  • 12/2022 → Present
    Fidelity Investments
    Burlingame, CA
  • 01/2012 → 08/2017
    Unemployed
    Lafayette, CA
  • 02/2018 → 07/2018
    Unemployed
    Lafayette, CA
  • 07/2018 → 08/2018
    Doordash
    Lafayette, CA
  • 08/2018 → 05/2019
    Unemployed
    Spokane, WA
  • 01/2020 → 03/2020
    Unemployed
    Spokane, WA
  • 03/2020 → 07/2021
    Doordash
    Spokane, WA
  • 08/2021 → 12/2022
    Unemployed
    Spokane, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlingame, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-07
S63 Uniform Securities Agent State Law Examination 2023-07-10
  • S65 Uniform Investment Adviser Law Examination
    2023-12-07
  • S63 Uniform Securities Agent State Law Examination
    2023-07-10

View on SEC IAPD

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