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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

Long Beach, CA • United States

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • 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
Greystar Rancho Palos Verdes CA 04/2021 03/2023
Casual Male Llc West Covina CA 04/2019 07/2020
Nordstrom Rack Tulsa OK 11/2017 01/2018
Fidelity Investments Seal Beach CA 04/2023 Present
Unemployed West Covina CA 07/2020 04/2021
Tulsa Community College Tulsa OK 01/2018 05/2018
Nordstrom Rack West Covina CA 08/2018 04/2019
Unemployed Jenks OK 08/2017 11/2017
Unemployed West Covina CA 05/2018 08/2018
World Financial Group Glendora CA 08/2018 12/2021
Maximus Private Security San Pedro CA 02/2017 08/2017
Classic Parking Los Angeles CA 12/2016 08/2017
San Pedro High School San Pedro CA 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 03/2023
    Greystar
    Rancho Palos Verdes, CA
  • 04/2019 → 07/2020
    Casual Male Llc
    West Covina, CA
  • 11/2017 → 01/2018
    Nordstrom Rack
    Tulsa, OK
  • 04/2023 → Present
    Fidelity Investments
    Seal Beach, CA
  • 07/2020 → 04/2021
    Unemployed
    West Covina, CA
  • 01/2018 → 05/2018
    Tulsa Community College
    Tulsa, OK
  • 08/2018 → 04/2019
    Nordstrom Rack
    West Covina, CA
  • 08/2017 → 11/2017
    Unemployed
    Jenks, OK
  • 05/2018 → 08/2018
    Unemployed
    West Covina, CA
  • 08/2018 → 12/2021
    World Financial Group
    Glendora, CA
  • 02/2017 → 08/2017
    Maximus Private Security
    San Pedro, CA
  • 12/2016 → 08/2017
    Classic Parking
    Los Angeles, CA
  • 09/2013 → 06/2017
    San Pedro High School
    San Pedro, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seal Beach, CA
Other Businesses

OBA-98200|OrgNmn:LeVine Commerce |Org Addr:Long Beach,California,US|OBA Nature:E-commerce sales. |Invst Rel:N|Title:Sole Proprietor|Duties:Conduct analysis for online stores and oversee orders. |StrtDt:10-01-22|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-10
  • S66 Uniform Combined State Law Examination
    2023-08-10

View on SEC IAPD

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