Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-08-10
  • MD RA
    APPROVED
    Since 2026-08-10

Branch Locations

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States

Baltimore, MD • 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
The Greene Turtle Bar And Grill Towson MD 03/2016 03/2017
Fidelity Investments Annapolis MD 11/2025 Present
Unemployed Baltimore MD 03/2017 09/2019
The Whiting-Turner Contracting Company Towson MD 01/2022 03/2023
Kimball Construction Rosedale MD 09/2019 12/2022
The Whiting-Turner Contracting Company Towson MD 03/2016 03/2017
Maryland Department Of General Services Baltimore MD 03/2023 10/2025
  • 03/2016 → 03/2017
    The Greene Turtle Bar And Grill
    Towson, MD
  • 11/2025 → Present
    Fidelity Investments
    Annapolis, MD
  • 03/2017 → 09/2019
    Unemployed
    Baltimore, MD
  • 01/2022 → 03/2023
    The Whiting-Turner Contracting Company
    Towson, MD
  • 09/2019 → 12/2022
    Kimball Construction
    Rosedale, MD
  • 03/2016 → 03/2017
    The Whiting-Turner Contracting Company
    Towson, MD
  • 03/2023 → 10/2025
    Maryland Department Of General Services
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-01
  • S66 Uniform Combined State Law Examination
    2026-08-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Annapolis, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor