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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

3793 State Street, Santa Barbara, CA 93105-3116 • United States

Ventura, CA • United States

Ventura, 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
Fidelity Investments Santa Barbara CA 03/2023 Present
Reunion Kitchen & Drink Santa Barbara CA 01/2022 02/2023
The Cruisery Santa Barbara CA 07/2021 12/2021
The Lark Santa Barbara CA 07/2021 07/2021
Inc 82 Brewing Dublin CA 03/2021 06/2021
Unemployed Danville CA 03/2020 03/2021
Lazy Dog Restaurant & Bar Dublin CA 12/2019 03/2020
Danville Harvest Danville CA 05/2019 12/2019
Cocina Hermanas Danville CA 12/2018 12/2019
Certified Planners Inc San Ramon CA 12/2018 07/2019
Worth Ranch San Ramon CA 05/2018 12/2018
Bills Cafe Pleasanton CA 03/2018 12/2018
First Street Alehouse Livermore CA 02/2018 05/2018
In N Out Burger San Leandro CA 12/2015 02/2018
Arroyo High School San Lorenzo CA 08/2013 06/2017
Chabot College Hayward CA 01/2017 12/2019
University Of California Santa Barbara Santa Barbara CA 08/2020 09/2022
Forbes Mill Steakhouse Danville CA 07/2017 09/2017
Las Positas College Livermore CA 01/2018 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Santa Barbara, CA
  • 01/2022 → 02/2023
    Reunion Kitchen & Drink
    Santa Barbara, CA
  • 07/2021 → 12/2021
    The Cruisery
    Santa Barbara, CA
  • 07/2021 → 07/2021
    The Lark
    Santa Barbara, CA
  • 03/2021 → 06/2021
    Inc 82 Brewing
    Dublin, CA
  • 03/2020 → 03/2021
    Unemployed
    Danville, CA
  • 12/2019 → 03/2020
    Lazy Dog Restaurant & Bar
    Dublin, CA
  • 05/2019 → 12/2019
    Danville Harvest
    Danville, CA
  • 12/2018 → 12/2019
    Cocina Hermanas
    Danville, CA
  • 12/2018 → 07/2019
    Certified Planners Inc
    San Ramon, CA
  • 05/2018 → 12/2018
    Worth Ranch
    San Ramon, CA
  • 03/2018 → 12/2018
    Bills Cafe
    Pleasanton, CA
  • 02/2018 → 05/2018
    First Street Alehouse
    Livermore, CA
  • 12/2015 → 02/2018
    In N Out Burger
    San Leandro, CA
  • 08/2013 → 06/2017
    Arroyo High School
    San Lorenzo, CA
  • 01/2017 → 12/2019
    Chabot College
    Hayward, CA
  • 08/2020 → 09/2022
    University Of California Santa Barbara
    Santa Barbara, CA
  • 07/2017 → 09/2017
    Forbes Mill Steakhouse
    Danville, CA
  • 01/2018 → 05/2020
    Las Positas College
    Livermore, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-22
S63 Uniform Securities Agent State Law Examination 2023-08-17
  • S66 Uniform Combined State Law Examination
    2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2023-08-17
Other Names
  • Haley Daniels

View on SEC IAPD

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