Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-21
TX RA APPROVED 2025-06-25
WA RA APPROVED 2025-06-25
  • OR RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2025-06-25
  • WA RA
    APPROVED
    Since 2025-06-25

Branch Locations

Vancouver, WA • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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
Umpqua Bank Vancouver WA 12/2016 02/2023
Ross Dress For Less Vancouver WA 07/2015 12/2016
Fidelity Invesments Vancouver WA 03/2023 Present
  • 12/2016 → 02/2023
    Umpqua Bank
    Vancouver, WA
  • 07/2015 → 12/2016
    Ross Dress For Less
    Vancouver, WA
  • 03/2023 → Present
    Fidelity Invesments
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-07
S63 Uniform Securities Agent State Law Examination 2023-10-12
  • S66 Uniform Combined State Law Examination
    2025-06-07
  • S63 Uniform Securities Agent State Law Examination
    2023-10-12

View on SEC IAPD

More in Vancouver, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor