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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
TX RA APPROVED 2026-08-26
  • FL RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

Minneola, FL • 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
Unemployed Providence RI 05/2025 06/2025
Whole Foods Providence RI 04/2022 10/2023
Fidelity Investments Smithfield RI 06/2025 Present
Rhode Island College Providence RI 02/2024 05/2025
Best Buy Warwick RI 10/2023 01/2024
Office Of Healthy Aging Cranston RI 09/2024 12/2024
Marquee Cafe Providence RI 05/2019 03/2020
Classical High School/ Rhode Island College Providence RI 03/2020 04/2022
Rhode Island College Providence RI 01/2024 02/2024
Westbroadway Middle School/Classical High School Providence RI 01/2015 05/2019
  • 05/2025 → 06/2025
    Unemployed
    Providence, RI
  • 04/2022 → 10/2023
    Whole Foods
    Providence, RI
  • 06/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2024 → 05/2025
    Rhode Island College
    Providence, RI
  • 10/2023 → 01/2024
    Best Buy
    Warwick, RI
  • 09/2024 → 12/2024
    Office Of Healthy Aging
    Cranston, RI
  • 05/2019 → 03/2020
    Marquee Cafe
    Providence, RI
  • 03/2020 → 04/2022
    Classical High School/ Rhode Island College
    Providence, RI
  • 01/2024 → 02/2024
    Rhode Island College
    Providence, RI
  • 01/2015 → 05/2019
    Westbroadway Middle School/Classical High School
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2025-09-19

View on SEC IAPD

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