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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

Mesa, 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
Pruco Securities, Llc Phoenix AZ 03/2018 08/2020
Superstition Stables Llc Apache Junction AZ 03/2016 02/2019
Teachers On Call, A Kelly Co. Phoenix AZ 09/2017 05/2018
Azbil North America Phoenix AZ 10/2016 08/2017
Superstition Farm Mesa AZ 08/2016 10/2016
The Prudential Insurance Company Of America Phoenix AZ 07/2018 08/2020
Albertsons Mesa AZ 03/2020 11/2021
Charles Schwab & Co., Inc. Phoenix AZ 11/2020 01/2022
Fidelity Investments Mesa AZ 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 08/2020
    Pruco Securities, Llc
    Phoenix, AZ
  • 03/2016 → 02/2019
    Superstition Stables Llc
    Apache Junction, AZ
  • 09/2017 → 05/2018
    Teachers On Call, A Kelly Co.
    Phoenix, AZ
  • 10/2016 → 08/2017
    Azbil North America
    Phoenix, AZ
  • 08/2016 → 10/2016
    Superstition Farm
    Mesa, AZ
  • 07/2018 → 08/2020
    The Prudential Insurance Company Of America
    Phoenix, AZ
  • 03/2020 → 11/2021
    Albertsons
    Mesa, AZ
  • 11/2020 → 01/2022
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 02/2022 → Present
    Fidelity Investments
    Mesa, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mesa, AZ
Other Businesses

OBA-67491|OrgNmn:Arbonne|Org Addr:Irvine,California,US|OBA Nature:Health and Wellness consultant|Invst Rel:N|Title:Independent Consultant|Duties:None- |StrtDt:03-30-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-19
S63 Uniform Securities Agent State Law Examination 2018-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-19
  • S63 Uniform Securities Agent State Law Examination
    2018-05-26
Other Names
  • Hanna Elise Schmitz
  • Hanna Schmitz
  • Hanna E Schmitz
  • Hanna Elise Torres

View on SEC IAPD

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