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Zaid Denyker Diaz

Strategic Advisers LLC

Menifee, CA

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

Branch Locations

Menifee, 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 Orange CA 05/2014 10/2021
Wells Fargo Clearing Services Llc Orange CA 04/2018 10/2021
In N Out Burger Anaheim Hills CA 09/2013 10/2021
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 10/2021
    Wells Fargo Bank Na
    Orange, CA
  • 04/2018 → 10/2021
    Wells Fargo Clearing Services Llc
    Orange, CA
  • 09/2013 → 10/2021
    In N Out Burger
    Anaheim Hills, CA
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2021-06-11 → 2021-10-12
    Wells Fargo Clearing Services, Llc
    Orange, CA
    Irvine, CA
    Irvine, CA
    Orange, CA
Other Businesses

OBA-131562|OrgNmn:Savage Spin |Org Addr:Menifee,California,US|OBA Nature:Cycle Fitness Studio |Invst Rel:N|Title:Instructor |Duties:Indoor Cycling Instructor |StrtDt:08-03-26|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-11
S63 Uniform Securities Agent State Law Examination 2018-08-13
  • S66 Uniform Combined State Law Examination
    2021-06-11
  • S63 Uniform Securities Agent State Law Examination
    2018-08-13

View on SEC IAPD

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