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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-03
TX RA APPROVED 2026-08-03
  • CA RA
    APPROVED
    Since 2026-08-03
  • TX RA
    APPROVED
    Since 2026-08-03

Branch Locations

Milpitas, CA • United States

1411 Chapin Avenue, Burlingame, CA 94010-4002 • 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
Fidelity Investments Burlingame CA 11/2025 Present
Uc Davis Davis CA 08/2023 11/2025
Ef Hutton New York NY 07/2023 08/2023
Uc Davis Davis CA 08/2022 07/2023
Provenir San Jose CA 05/2022 08/2022
University Of San Francisco San Francisco CA 08/2021 05/2022
Presentation High School San Jose CA 08/2017 08/2021
Stratford School Fremont CA 01/2014 08/2017
  • 11/2025 → Present
    Fidelity Investments
    Burlingame, CA
  • 08/2023 → 11/2025
    Uc Davis
    Davis, CA
  • 07/2023 → 08/2023
    Ef Hutton
    New York, NY
  • 08/2022 → 07/2023
    Uc Davis
    Davis, CA
  • 05/2022 → 08/2022
    Provenir
    San Jose, CA
  • 08/2021 → 05/2022
    University Of San Francisco
    San Francisco, CA
  • 08/2017 → 08/2021
    Presentation High School
    San Jose, CA
  • 01/2014 → 08/2017
    Stratford School
    Fremont, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-28
  • S66 Uniform Combined State Law Examination
    2026-07-28

View on SEC IAPD

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