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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

820 Constitution Avenue, Littleton, MA 01460-1137 • United States

Chelmsford, MA • 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
Jp Morgan Securities Llc Downers Grove IL 08/2016 11/2018
Jp Morgan Chase Bank Downers Grove IL 01/2016 11/2018
Moody Bible Institute Chicago IL 08/2016 01/2017
Fellowship Church Of Carol Stream Carol Stream IL 07/2016 10/2018
Primerica Naperville IL 01/2015 11/2016
Varsity Tutors St Louis MO 03/2017 06/2017
Interpreters And Haitian Business Connection, Llc Carol Stream IL 10/2017 05/2019
Moody Bible Institute Chicago IL 08/2017 07/2018
Joli Landscaping Inc. Carol Stream IL 05/2018 10/2018
Jpmorgan Chase Bank Lexington MA 11/2018 10/2019
Jp Morgan Securities Llc Lexington MA 11/2018 10/2019
Marketplace Chaplains Plano TX 05/2019 11/2019
Welson Language Services, Inc Chelmsford MA 05/2019 07/2022
Jpmorgan Securities Llc Belmont MA 10/2019 07/2022
Jpmorgan Chase Bank Belmont MA 10/2019 07/2022
Fidelity Investments Littleton MA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 11/2018
    Downers Grove, IL
  • 01/2016 → 11/2018
    Jp Morgan Chase Bank
    Downers Grove, IL
  • 08/2016 → 01/2017
    Moody Bible Institute
    Chicago, IL
  • 07/2016 → 10/2018
    Fellowship Church Of Carol Stream
    Carol Stream, IL
  • 01/2015 → 11/2016
    Primerica
    Naperville, IL
  • 03/2017 → 06/2017
    Varsity Tutors
    St Louis, MO
  • 10/2017 → 05/2019
    Interpreters And Haitian Business Connection, Llc
    Carol Stream, IL
  • 08/2017 → 07/2018
    Moody Bible Institute
    Chicago, IL
  • 05/2018 → 10/2018
    Joli Landscaping Inc.
    Carol Stream, IL
  • 11/2018 → 10/2019
    Jpmorgan Chase Bank
    Lexington, MA
  • 11/2018 → 10/2019
    Lexington, MA
  • 05/2019 → 11/2019
    Marketplace Chaplains
    Plano, TX
  • 05/2019 → 07/2022
    Welson Language Services, Inc
    Chelmsford, MA
  • 10/2019 → 07/2022
    Jpmorgan Securities Llc
    Belmont, MA
  • 10/2019 → 07/2022
    Jpmorgan Chase Bank
    Belmont, MA
  • 07/2022 → Present
    Fidelity Investments
    Littleton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, MA
  • 2019-10-17 → 2022-07-02
    Downers Grove, IL
    Wheaton, IL
    Dedham, MA
    Watertown, MA
    Belmont, MA
    Watertown, MA
    Watertown, MA
Other Businesses

OBA-89091|OrgNmn:Welson Language Services|Org Addr:Chelmsford,Massachuse,US|OBA Nature:Translation and Interpretation|Invst Rel:N|Title:Sole Proprietor|Duties:Owner and president responsible for assigning contracts and assignments to translators.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-25
S63 Uniform Securities Agent State Law Examination 2016-12-09
  • S66 Uniform Combined State Law Examination
    2019-09-25
  • S63 Uniform Securities Agent State Law Examination
    2016-12-09
Designations

View on SEC IAPD

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