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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rancho Cucamonga, CA • 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
Edward Jones Marietta GA 05/2017 02/2019
Sherwin Williams Atlanta GA 11/2005 01/2017
Unemployment Atlanta GA 02/2017 04/2017
New York Life Insurance Company Atlanta GA 04/2016 08/2019
Nylife Securities Llc Atlanta GA 05/2019 08/2019
Wells Fargo Bank Na Roswell GA 09/2019 09/2020
Wells Fargo Clearing Services, Llc. Roswell GA 09/2019 09/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 09/2020 06/2021
Williams-Sonoma Atlanta GA 02/2019 02/2019
Fedex Ground Lithia Springs GA 08/2019 09/2019
Crawford &Amp; Company Atlant GA 08/2020 09/2020
Bank Of America N.A. Atlanta GA 12/2020 06/2021
Fidelity Investments Jacksonville FL 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 02/2019
    Marietta, GA
  • 11/2005 → 01/2017
    Sherwin Williams
    Atlanta, GA
  • 02/2017 → 04/2017
    Unemployment
    Atlanta, GA
  • 04/2016 → 08/2019
    New York Life Insurance Company
    Atlanta, GA
  • 05/2019 → 08/2019
    Nylife Securities Llc
    Atlanta, GA
  • 09/2019 → 09/2020
    Wells Fargo Bank Na
    Roswell, GA
  • 09/2019 → 09/2020
    Roswell, GA
  • 09/2020 → 06/2021
    Atlanta, GA
  • 02/2019 → 02/2019
    Williams-Sonoma
    Atlanta, GA
  • 08/2019 → 09/2019
    Fedex Ground
    Lithia Springs, GA
  • 08/2020 → 09/2020
    Crawford &Amp; Company
    Atlant, GA
  • 12/2020 → 06/2021
    Bank Of America N.A.
    Atlanta, GA
  • 07/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-11
  • S66 Uniform Combined State Law Examination
    2017-07-11

View on SEC IAPD

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