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Roxana L. Ahmadifard

Strategic Advisers LLC

Vancouver, WA

Vancouver, WA

Vancouver, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Vancouver, WA • United States

Vancouver, WA • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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 St Louis MO 09/2017 05/2020
Lower Columbia College Longview WA 08/2004 09/2017
Fidelity Brokerage Services Llc Portland OR 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 05/2020
    Edward Jones
    St Louis, MO
  • 08/2004 → 09/2017
    Lower Columbia College
    Longview, WA
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Portland, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, OR
  • 2017-11-09 → 2020-05-18
    Edward Jones
    San Diego, CA
    St Louis, MO
    Washington, PA
    Temecula, CA
    Fallbrook, CA
    Camas, WA
Other Businesses

OBA-124190|OrgNmn:ALR Properties|Org Addr:Vancouver,Washington,US|OBA Nature:Short-term rental|Invst Rel:Y|Title:Sole Proprietor|Duties:I hire a 3rd party company that manages the bookings and I have a cleaning service that manages the home between bookings.|StrtDt:06-16-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-08
  • S66 Uniform Combined State Law Examination
    2017-11-08
Other Names
  • Roxana Lauren Ahmadifard
  • Roxana Ahmadifard

View on SEC IAPD

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