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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

300 Main Street, Exton, PA 19341-3707 • United States

Lancaster, 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
T. Rowe Price Owings Mills MD 11/2017 07/2020
Hartefeld National Golf Course Avondale PA 04/2014 01/2017
The Creamery Kennett PA 06/2017 08/2017
West Chester University West Chester PA 08/2015 05/2017
Unemployed Avondale PA 08/2020 09/2020
Equitable Advisors, Llc New York NY 10/2020 08/2021
Unemployed Avondale PA 09/2017 10/2017
Fidelity Investments King Of Prussia PA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 07/2020
    T. Rowe Price
    Owings Mills, MD
  • 04/2014 → 01/2017
    Hartefeld National Golf Course
    Avondale, PA
  • 06/2017 → 08/2017
    The Creamery
    Kennett, PA
  • 08/2015 → 05/2017
    West Chester University
    West Chester, PA
  • 08/2020 → 09/2020
    Unemployed
    Avondale, PA
  • 10/2020 → 08/2021
    Equitable Advisors, Llc
    New York, NY
  • 09/2017 → 10/2017
    Unemployed
    Avondale, PA
  • 09/2021 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-08
S63 Uniform Securities Agent State Law Examination 2018-07-06
  • S66 Uniform Combined State Law Examination
    2023-03-08
  • S63 Uniform Securities Agent State Law Examination
    2018-07-06

View on SEC IAPD

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