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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

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Arlington, VA • 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
Private Nanny Family Southgate KY 01/2018 08/2022
Cincinnati Christian University Bookstore Cincinnati OH 12/2018 02/2019
Bloc Ministries Cincinnati OH 09/2017 02/2021
Wolverine Cleaning Jackson MI 01/2013 03/2017
Woodburn Christian Children's Home Woodburn OH 05/2018 08/2018
Lake Ann Camp Lake Ann MI 05/2017 08/2017
Master Consultants Lp Fort Wayne IN 05/2019 09/2019
Master Consultants Lp Fort Wayne IN 12/2019 05/2020
Ted's Bulletin Arlington VA 09/2022 02/2023
Fidelity Investments Tysons Corner VA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 08/2022
    Private Nanny Family
    Southgate, KY
  • 12/2018 → 02/2019
    Cincinnati Christian University Bookstore
    Cincinnati, OH
  • 09/2017 → 02/2021
    Bloc Ministries
    Cincinnati, OH
  • 01/2013 → 03/2017
    Wolverine Cleaning
    Jackson, MI
  • 05/2018 → 08/2018
    Woodburn Christian Children's Home
    Woodburn, OH
  • 05/2017 → 08/2017
    Lake Ann Camp
    Lake Ann, MI
  • 05/2019 → 09/2019
    Master Consultants Lp
    Fort Wayne, IN
  • 12/2019 → 05/2020
    Master Consultants Lp
    Fort Wayne, IN
  • 09/2022 → 02/2023
    Ted's Bulletin
    Arlington, VA
  • 02/2023 → Present
    Fidelity Investments
    Tysons Corner, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
    Arlington, VA
Other Businesses

OBA-133256|OrgNmn:Airbnb|Org Addr:Arlington,Virginia,US|OBA Nature:Airbnb Host|Invst Rel:Y|Title:Sole Proprietor|Duties:Manage Airbnb communication and cleanings|StrtDt:05-14-21|TotHrs/mon:6|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-27
S63 Uniform Securities Agent State Law Examination 2024-01-13
  • S66 Uniform Combined State Law Examination
    2024-03-27
  • S63 Uniform Securities Agent State Law Examination
    2024-01-13

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