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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

7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States

Rancho Cucamonga, 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 Rancho Cucamonga CA 02/2023 Present
Pennymac Financial Services, Llc Pasadena CA 10/2021 06/2022
Riverside Metro Auto Group Riverside CA 08/2019 09/2021
Unemployed Rancho Cucamonga CA 06/2022 01/2023
California Baptist University Riverside CA 09/2018 05/2021
Los Osos High School Rancho Cucamonga CA 08/2014 05/2018
Unemployed Rancho Cucamonga CA 05/2018 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Rancho Cucamonga, CA
  • 10/2021 → 06/2022
    Pennymac Financial Services, Llc
    Pasadena, CA
  • 08/2019 → 09/2021
    Riverside Metro Auto Group
    Riverside, CA
  • 06/2022 → 01/2023
    Unemployed
    Rancho Cucamonga, CA
  • 09/2018 → 05/2021
    California Baptist University
    Riverside, CA
  • 08/2014 → 05/2018
    Los Osos High School
    Rancho Cucamonga, CA
  • 05/2018 → 09/2018
    Unemployed
    Rancho Cucamonga, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rancho Cucamonga, CA
Other Businesses

OBA-96338|OrgNmn:Throne|Org Addr:Rancho Cuc,California,US|OBA Nature:I recieve income through an on|Invst Rel:N|Title:Creator|Duties:No specific duties or obligations. The income I receive is just on a 'donation' basis.|StrtDt:07-07-22|TotHrs/mon:4|TrdHrs/mon:0|OBA-96346|OrgNmn:TikTok|Org Addr:Rancho Cuc,California,US|OBA Nature:TikTok Creator|Invst Rel:N|Title:Creator|Duties:No duties or obligations. I create content voluntarily.|StrtDt:09-26-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-96340|OrgNmn:Dreamland Productions, LLC|Org Addr:Los Angele,California,US|OBA Nature:Entertainment business|Invst Rel:N|Title:Performer/Waitress|Duties:I choose which events I want to participate in. Work is on a sign-up basis. I am a 1099 Independent contractor employee. We are an entertainme|StrtDt:05-15-22|TotHrs/mon:15|TrdHrs/mon:0|OBA-96344|OrgNmn:YouTube|Org Addr:Rancho Cuc,California,US|OBA Nature:Youtube Channel|Invst Rel:N|Title:Creator|Duties:I have no set duties or obligations. Participation is voluntary.|StrtDt:11-29-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-96342|OrgNmn:Twitch|Org Addr:Rancho Cuc,California,US|OBA Nature:Twitch is a live streaming pla|Invst Rel:N|Title:Creator|Duties:I livestream voluntarily and have no required hours.|StrtDt:07-17-21|TotHrs/mon:15|TrdHrs/mon:0|OBA-96339|OrgNmn:Ko-Fi Labs Limited|Org Addr:Rancho Cuc,California,US|OBA Nature:Ko-Fi is an online donation pl|Invst Rel:N|Title:Creator|Duties:There are no duties or obligations. I choose to upload content voluntarily.|StrtDt:07-07-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-21
  • S66 Uniform Combined State Law Examination
    2023-06-21

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