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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-22
  • CA RA
    APPROVED
    Since 2026-07-22

Branch Locations

Sacramento, CA • United States

2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • 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
Cathay Bank Sacramento CA 10/2023 04/2026
Fidelity Investments Folsom CA 05/2026 Present
Taotao Catering Llc Folsom CA 07/2023 07/2024
Tiffany & Co Roseville CA 11/2020 06/2023
Visas Consulting Group Chongqing 06/2016 10/2018
Ann Taylor Inc Sacramento CA 08/2019 10/2020
I801 Llc Sacramento CA 06/2023 01/2024
Unemployed Woodland CA 11/2018 07/2019
  • 10/2023 → 04/2026
    Cathay Bank
    Sacramento, CA
  • 05/2026 → Present
    Fidelity Investments
    Folsom, CA
  • 07/2023 → 07/2024
    Taotao Catering Llc
    Folsom, CA
  • 11/2020 → 06/2023
    Tiffany & Co
    Roseville, CA
  • 06/2016 → 10/2018
    Visas Consulting Group
    Chongqing
  • 08/2019 → 10/2020
    Ann Taylor Inc
    Sacramento, CA
  • 06/2023 → 01/2024
    I801 Llc
    Sacramento, CA
  • 11/2018 → 07/2019
    Unemployed
    Woodland, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-28
  • S66 Uniform Combined State Law Examination
    2026-04-28

View on SEC IAPD

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