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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States

Cary, NC • 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 Durham NC 01/2023 Present
Doordash Apex NC 04/2020 01/2023
Walmart Spark Delivery Tuscaloosa AL 07/2021 08/2022
Pizza Hut Tuscaloosa AL 04/2020 05/2020
Labor Panes Durham NC 06/2019 08/2019
12 Oaks Golf Course (Oasis) Holly Springs NC 10/2018 02/2019
Dunkin Donuts Apex NC 05/2018 09/2018
Burger King Holly Springs NC 05/2016 09/2016
Holly Springs Highschool / Univeristy Of Alabama - NC 09/2016 05/2018
University Of Alabama Tuscaloosa AL 02/2019 06/2019
Univeristy Of Alabama Tuscaloosa AL 08/2019 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Durham, NC
  • 04/2020 → 01/2023
    Doordash
    Apex, NC
  • 07/2021 → 08/2022
    Walmart Spark Delivery
    Tuscaloosa, AL
  • 04/2020 → 05/2020
    Pizza Hut
    Tuscaloosa, AL
  • 06/2019 → 08/2019
    Labor Panes
    Durham, NC
  • 10/2018 → 02/2019
    12 Oaks Golf Course (Oasis)
    Holly Springs, NC
  • 05/2018 → 09/2018
    Dunkin Donuts
    Apex, NC
  • 05/2016 → 09/2016
    Burger King
    Holly Springs, NC
  • 09/2016 → 05/2018
    Holly Springs Highschool / Univeristy Of Alabama
    -, NC
  • 02/2019 → 06/2019
    University Of Alabama
    Tuscaloosa, AL
  • 08/2019 → 04/2020
    Univeristy Of Alabama
    Tuscaloosa, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-95106|OrgNmn:Doordash|Org Addr:Apex,North Caro,US|OBA Nature:Meal delivery services|Invst Rel:N|Title:Independent Contractor|Duties:Driving for Doordash|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-126701|OrgNmn:Uber Ridesharing|Org Addr:Cary,North Caro,US|OBA Nature:Rideshare Driving|Invst Rel:N|Title:Independent Contractor|Duties:Driving food and people|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-31
S63 Uniform Securities Agent State Law Examination 2023-05-10
  • S66 Uniform Combined State Law Examination
    2023-10-31
  • S63 Uniform Securities Agent State Law Examination
    2023-05-10

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