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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Gilbert, AZ • 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
Vanguard Group, Inc Scottsdale AZ 06/2017 10/2020
Forest Highlands Golf Club Flagstaff AZ 09/2013 03/2017
Northern Arizona University Flagstaff AZ 08/2013 05/2017
Morgan Stanley Gilbert AZ 11/2020 05/2022
Fidelity Investments Salt Lake City UT 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 10/2020
    Vanguard Group, Inc
    Scottsdale, AZ
  • 09/2013 → 03/2017
    Forest Highlands Golf Club
    Flagstaff, AZ
  • 08/2013 → 05/2017
    Northern Arizona University
    Flagstaff, AZ
  • 11/2020 → 05/2022
    Gilbert, AZ
  • 05/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gilbert, AZ
  • 2020-12-14 → 2022-05-10
    Gilbert, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-11
S63 Uniform Securities Agent State Law Examination 2017-07-18
  • S66 Uniform Combined State Law Examination
    2020-12-11
  • S63 Uniform Securities Agent State Law Examination
    2017-07-18
Designations
Other Names
  • Eddie Parra
  • Eddie Anthony Parra Martinez
  • Eddie Anthony Parra

View on SEC IAPD

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