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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
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1518 6Th Ave, Seattle, WA 98101-1706 • United States

Seattle, WA • 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
Washington National Guard Camp Murray WA 07/2021 12/2021
U.S. Census Bureau Sammamish WA 07/2020 10/2020
Equitable Advisors Bellevue WA 01/2021 05/2021
Fidelity Investments Bellevue WA 12/2021 Present
Unemployed Sammamish WA 05/2021 07/2021
Unemployed Sammamish WA 10/2020 01/2021
Unemployed Sammamish WA 04/2012 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 12/2021
    Washington National Guard
    Camp Murray, WA
  • 07/2020 → 10/2020
    U.S. Census Bureau
    Sammamish, WA
  • 01/2021 → 05/2021
    Equitable Advisors
    Bellevue, WA
  • 12/2021 → Present
    Fidelity Investments
    Bellevue, WA
  • 05/2021 → 07/2021
    Unemployed
    Sammamish, WA
  • 10/2020 → 01/2021
    Unemployed
    Sammamish, WA
  • 04/2012 → 07/2020
    Unemployed
    Sammamish, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-11
  • S66 Uniform Combined State Law Examination
    2022-10-11
Other Names
  • Juan Riano-Lopez

View on SEC IAPD

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