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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Raleigh, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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 Durham NC 10/2017 06/2022
Education Durham NC 08/2016 07/2017
Fidelity Investments Durham NC 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 06/2022
    Durham, NC
  • 08/2016 → 07/2017
    Education
    Durham, NC
  • 06/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2018-01-03 → 2022-06-15
    Raleigh, NC
    St Louis, MO
    Durham, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-29
  • S66 Uniform Combined State Law Examination
    2017-12-29
Designations
Other Names
  • Linda Sungmi Pak
  • Sungmi Pak
  • Linda P Chabinsky

View on SEC IAPD

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