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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-19
TX RA APPROVED 2025-05-19
  • CA RA
    APPROVED
    Since 2025-05-19
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

Fremont, CA • United States

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • 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
Poke House Fremont CA 07/2019 12/2020
Irvington High School Fremont CA 08/2015 06/2019
Jpmorgan Chase San Jose CA 12/2020 01/2022
Mt Learning Center Fremont CA 01/2019 06/2019
Fidelity Investments Mountain View CA 04/2023 02/2024
Sephora Fremont CA 07/2022 03/2023
Unemployed Fremont CA 02/2024 06/2024
Fidelity Investments Mountain View CA 05/2025 Present
Nottingham Trent University Nottingham 01/2022 06/2022
San Jose State University San Jose CA 08/2019 12/2022
Jpmorgan Chase Bank Palo Alto CA 07/2024 04/2025
  • 07/2019 → 12/2020
    Poke House
    Fremont, CA
  • 08/2015 → 06/2019
    Irvington High School
    Fremont, CA
  • 12/2020 → 01/2022
    Jpmorgan Chase
    San Jose, CA
  • 01/2019 → 06/2019
    Mt Learning Center
    Fremont, CA
  • 04/2023 → 02/2024
    Fidelity Investments
    Mountain View, CA
  • 07/2022 → 03/2023
    Sephora
    Fremont, CA
  • 02/2024 → 06/2024
    Unemployed
    Fremont, CA
  • 05/2025 → Present
    Fidelity Investments
    Mountain View, CA
  • 01/2022 → 06/2022
    Nottingham Trent University
    Nottingham
  • 08/2019 → 12/2022
    San Jose State University
    San Jose, CA
  • 07/2024 → 04/2025
    Jpmorgan Chase Bank
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
S63 Uniform Securities Agent State Law Examination 2024-07-26
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23
  • S63 Uniform Securities Agent State Law Examination
    2024-07-26

View on SEC IAPD

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