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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-29
TX RA APPROVED 2026-07-29
  • PA RA
    APPROVED
    Since 2026-07-29
  • TX RA
    APPROVED
    Since 2026-07-29

Branch Locations

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States

Conway, PA • 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
Pennwest University Clarion PA 08/2022 02/2025
Unemployed Industry PA 01/2016 11/2020
Pnc Bank Cranberry PA 03/2025 12/2025
Fidelity Investments Pittsburgh PA 01/2026 Present
K&L Industrialized Industry PA 12/2020 12/2022
  • 08/2022 → 02/2025
    Pennwest University
    Clarion, PA
  • 01/2016 → 11/2020
    Unemployed
    Industry, PA
  • 03/2025 → 12/2025
    Pnc Bank
    Cranberry, PA
  • 01/2026 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 12/2020 → 12/2022
    K&L Industrialized
    Industry, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-06
  • S66 Uniform Combined State Law Examination
    2026-07-06

View on SEC IAPD

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