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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

Scottsdale, AZ • United States

3240 East Camelback Road, Phoenix, AZ 85018-2335 • 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
Texas Tech University Lubbock TX 08/2013 05/2018
Ilovekickboxing.COm Houston TX 06/2018 12/2021
United Capital Financial Advisers, Llc Newport Beach CA 10/2018 02/2022
Cetera Advisor Networks El Segundo CA 10/2018 06/2020
Fidelity Investments Phoenix AZ 02/2022 Present
Goldman Sachs Personal Financial Management New Work NY 10/2019 02/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2018
    Texas Tech University
    Lubbock, TX
  • 06/2018 → 12/2021
    Ilovekickboxing.COm
    Houston, TX
  • 10/2018 → 02/2022
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 10/2018 → 06/2020
    Cetera Advisor Networks
    El Segundo, CA
  • 02/2022 → Present
    Fidelity Investments
    Phoenix, AZ
  • 10/2019 → 02/2022
    Goldman Sachs Personal Financial Management
    New Work, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-05
  • S66 Uniform Combined State Law Examination
    2019-03-05
Designations
Other Names
  • Taylor Patricia Ryan

View on SEC IAPD

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