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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

North Springfield, 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
Full-Time Education Hamilton 09/2014 06/2018
Mcmaster University Hamilton 09/2016 04/2017
Lastman'S Bad Boy Furniture Ancaster 04/2017 09/2017
Mcmaster University Hamilton 09/2017 12/2017
Royal Bank Of Canada Hamilton 07/2018 02/2021
Royal Bank Of Canada Hamilton 05/2020 08/2020
Unemployed Hamilton 02/2021 09/2021
Unemployed Lorton VA 09/2021 12/2022
Fidelity Investments Alexandria VA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 06/2018
    Full-Time Education
    Hamilton
  • 09/2016 → 04/2017
    Mcmaster University
    Hamilton
  • 04/2017 → 09/2017
    Lastman'S Bad Boy Furniture
    Ancaster
  • 09/2017 → 12/2017
    Mcmaster University
    Hamilton
  • 07/2018 → 02/2021
    Royal Bank Of Canada
    Hamilton
  • 05/2020 → 08/2020
    Royal Bank Of Canada
    Hamilton
  • 02/2021 → 09/2021
    Unemployed
    Hamilton
  • 09/2021 → 12/2022
    Unemployed
    Lorton, VA
  • 01/2023 → Present
    Fidelity Investments
    Alexandria, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-12
S63 Uniform Securities Agent State Law Examination 2023-05-08
  • S66 Uniform Combined State Law Examination
    2023-06-12
  • S63 Uniform Securities Agent State Law Examination
    2023-05-08

View on SEC IAPD

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