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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

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Tucson, 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
Edward Jones St Louis MO 09/2019 01/2021
Northwestern Mutual Vernon Hills IL 05/2018 05/2019
Illinois State University Normal IL 08/2017 05/2019
Jp Morgan Chase Lindenhurst IL 07/2016 08/2017
Unemployed Lindenhurst IL 05/2019 09/2019
Fidelity Investments Orland Park IL 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 01/2021
    St Louis, MO
  • 05/2018 → 05/2019
    Northwestern Mutual
    Vernon Hills, IL
  • 08/2017 → 05/2019
    Illinois State University
    Normal, IL
  • 07/2016 → 08/2017
    Jp Morgan Chase
    Lindenhurst, IL
  • 05/2019 → 09/2019
    Unemployed
    Lindenhurst, IL
  • 02/2021 → Present
    Fidelity Investments
    Orland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orland Park, IL
  • 2019-11-26 → 2021-01-12
    Lindenhurst, IL
    St Louis, MO
    North Barrington, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-22
  • S66 Uniform Combined State Law Examination
    2019-11-22

View on SEC IAPD

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