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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

Arlington, VA • United States

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • 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
Kyrus Technologies Sterling VA 05/2019 12/2022
Doordash Ashburn VA 05/2021 08/2021
Bricks4Kidz Ashburn VA 05/2019 08/2019
Ashburn Village Sports Pavillion Ashburn VA 09/2017 11/2017
Regal Cinemas Ashburn VA 12/2017 07/2018
Claude Moore Recreational Center Sterling VA 04/2016 09/2017
Full-Time Student Ashburn VA 01/2013 06/2018
Full-Time Student Tuscaloosa AL 08/2018 12/2022
Fidelity Investments Ashburn VA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 12/2022
    Kyrus Technologies
    Sterling, VA
  • 05/2021 → 08/2021
    Doordash
    Ashburn, VA
  • 05/2019 → 08/2019
    Bricks4Kidz
    Ashburn, VA
  • 09/2017 → 11/2017
    Ashburn Village Sports Pavillion
    Ashburn, VA
  • 12/2017 → 07/2018
    Regal Cinemas
    Ashburn, VA
  • 04/2016 → 09/2017
    Claude Moore Recreational Center
    Sterling, VA
  • 01/2013 → 06/2018
    Full-Time Student
    Ashburn, VA
  • 08/2018 → 12/2022
    Full-Time Student
    Tuscaloosa, AL
  • 01/2023 → Present
    Fidelity Investments
    Ashburn, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-07
  • S66 Uniform Combined State Law Examination
    2024-03-07

View on SEC IAPD

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