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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-04-15
TX RA APPROVED 2025-04-15
  • RI RA
    APPROVED
    Since 2025-04-15
  • TX RA
    APPROVED
    Since 2025-04-15

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Providence, RI • 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 Smithfield RI 07/2024 Present
Full Time Student North Kingstown RI 01/2014 04/2018
The Dunes Club Narragansett RI 05/2018 07/2024
  • 07/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2014 → 04/2018
    Full Time Student
    North Kingstown, RI
  • 05/2018 → 07/2024
    The Dunes Club
    Narragansett, RI
Other Businesses

OBA-130547|OrgNmn:The Dunes Club|Org Addr:Narraganse,Rhode Isla,US|OBA Nature:Beach Club|Invst Rel:N|Title:Employee|Duties:Waitress|StrtDt:06-13-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-03
  • S66 Uniform Combined State Law Examination
    2025-04-03

View on SEC IAPD

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