Best Investors Account Sign in
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

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Dublin, CA • 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 Dublin CA 01/2023 Present
Fremont Bank Fremont CA 04/2020 12/2022
Unemployed Santa Clara CA 01/2016 09/2017
Unemployed Lombard IL 09/2017 07/2019
Unemployed Fremont CA 07/2019 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Dublin, CA
  • 04/2020 → 12/2022
    Fremont Bank
    Fremont, CA
  • 01/2016 → 09/2017
    Unemployed
    Santa Clara, CA
  • 09/2017 → 07/2019
    Unemployed
    Lombard, IL
  • 07/2019 → 04/2020
    Unemployed
    Fremont, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-21
  • S66 Uniform Combined State Law Examination
    2023-06-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Dublin, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor