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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States

Center Valley, PA • 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
Under Armour Hershey PA 08/2017 02/2018
Central Dauphin School District Harrisburg PA 11/2017 02/2018
Desales University Center Valley PA 08/2013 05/2017
Citizens Bank York PA 02/2018 12/2020
Citizens Securities, Inc. Souderton PA 02/2018 12/2020
Unemployed Harrisburg PA 05/2017 08/2017
Citizens Securities, Inc. East Norriton PA 01/2021 06/2021
Citizens Bank East Norriton PA 01/2021 06/2021
Citizens Securities Inc. Fort Washington PA 06/2021 01/2022
Citizens Bank, N.A Fort Washington PA 06/2021 01/2022
Citizens Securities, Inc. Fort Washington PA 01/2022 04/2023
Fidelity Investments Center Valley PA 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 02/2018
    Under Armour
    Hershey, PA
  • 11/2017 → 02/2018
    Central Dauphin School District
    Harrisburg, PA
  • 08/2013 → 05/2017
    Desales University
    Center Valley, PA
  • 02/2018 → 12/2020
    Citizens Bank
    York, PA
  • 02/2018 → 12/2020
    Souderton, PA
  • 05/2017 → 08/2017
    Unemployed
    Harrisburg, PA
  • 01/2021 → 06/2021
    East Norriton, PA
  • 01/2021 → 06/2021
    Citizens Bank
    East Norriton, PA
  • 06/2021 → 01/2022
    Fort Washington, PA
  • 06/2021 → 01/2022
    Citizens Bank, N.A
    Fort Washington, PA
  • 01/2022 → 04/2023
    Fort Washington, PA
  • 04/2023 → Present
    Fidelity Investments
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
  • 2021-01-29 → 2023-04-24
    Conshohocken, PA
    East Norriton, PA
    Conshohocken, PA
    West Palm Beach, FL
    East Norriton, PA
    Fairlawn, OH
    Hudson, MA
    Conshohocken, PA
  • 2018-07-06 → 2020-12-31
    York, PA
    Monroeville, PA
    Middletown, PA
    Souderton, PA
    Conshohocken, PA
Other Businesses

OBA-98503|OrgNmn:PIAA|Org Addr:Mechanicsb,Pennsylvan,US|OBA Nature:Pennsylvania Interscholastic A|Invst Rel:N|Title:Independent Contractor|Duties:I officiate high school and youth basketball games outside of work hours|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-06
S63 Uniform Securities Agent State Law Examination 2018-04-03
  • S65 Uniform Investment Adviser Law Examination
    2018-07-06
  • S63 Uniform Securities Agent State Law Examination
    2018-04-03
Designations

View on SEC IAPD

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