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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Torrance, CA • 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
Wells Fargo Bank Na Torrance CA 01/2017 07/2022
Wells Fargo Clearing Services Llc Torrance CA 04/2018 07/2022
Lowe's Home Centers Torrance CA 04/2009 12/2016
Fidelity Investments Westlake TX 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 07/2022
    Wells Fargo Bank Na
    Torrance, CA
  • 04/2018 → 07/2022
    Torrance, CA
  • 04/2009 → 12/2016
    Lowe's Home Centers
    Torrance, CA
  • 08/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
  • 2021-05-22 → 2022-07-18
    Torrance, CA
    El Segundo, CA
    Torrance, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-21
S63 Uniform Securities Agent State Law Examination 2018-08-15
  • S66 Uniform Combined State Law Examination
    2021-05-21
  • S63 Uniform Securities Agent State Law Examination
    2018-08-15
Other Names
  • Christina Quezada
  • Christina Theresa Quezada

View on SEC IAPD

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