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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

1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States

San Francisco, 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
Santa Clara University Santa Clara CA 10/2021 06/2022
Hillstone Restaurant Group, Los Altos Grill Los Altos CA 06/2021 09/2021
Go Paladin Sunnyvale CA 01/2021 06/2021
Santa Clara University Santa Clara CA 11/2019 04/2020
Superdry Santa Clara CA 06/2019 09/2019
Doordash Inc. San Francisco CA 06/2018 09/2018
University Of California, Santa Cruz, Science Internship Program Santa Cruz CA 05/2017 08/2017
Fidelity Investments Burlingame CA 04/2023 Present
Unemployed Fremont CA 06/2022 04/2023
Santa Clara University Santa Clara CA 05/2020 12/2020
Santa Clara University Santa Clara CA 09/2019 11/2019
Santa Clara University Santa Clara CA 09/2018 06/2019
Saint Francis High School Mountain View CA 09/2017 05/2018
Montessori School Of Fremont Fremont CA 01/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 06/2022
    Santa Clara University
    Santa Clara, CA
  • 06/2021 → 09/2021
    Hillstone Restaurant Group, Los Altos Grill
    Los Altos, CA
  • 01/2021 → 06/2021
    Go Paladin
    Sunnyvale, CA
  • 11/2019 → 04/2020
    Santa Clara University
    Santa Clara, CA
  • 06/2019 → 09/2019
    Superdry
    Santa Clara, CA
  • 06/2018 → 09/2018
    Doordash Inc.
    San Francisco, CA
  • 05/2017 → 08/2017
    University Of California, Santa Cruz, Science Internship Program
    Santa Cruz, CA
  • 04/2023 → Present
    Fidelity Investments
    Burlingame, CA
  • 06/2022 → 04/2023
    Unemployed
    Fremont, CA
  • 05/2020 → 12/2020
    Santa Clara University
    Santa Clara, CA
  • 09/2019 → 11/2019
    Santa Clara University
    Santa Clara, CA
  • 09/2018 → 06/2019
    Santa Clara University
    Santa Clara, CA
  • 09/2017 → 05/2018
    Saint Francis High School
    Mountain View, CA
  • 01/2013 → 05/2017
    Montessori School Of Fremont
    Fremont, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlingame, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2023-08-11
Other Names
  • Kov Tallam

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