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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-18
TX RA APPROVED 2025-12-18
  • CA RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-18

Branch Locations

Huntington Beach, 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
Bryson Financial Long Beach CA 03/2025 08/2025
Lisa S. Tilton Dds Huntington Beach CA 05/2023 09/2025
Huntington Beach High School Huntington Beach CA 08/2016 07/2019
Fidelity Investments Sacramento CA 09/2025 Present
University Of Arizona Tucson AZ 08/2023 05/2024
University Of Arizona Tucson AZ 08/2020 05/2023
Tsg Wealth Management Long Beach CA 05/2023 08/2023
Equitable Advisors Los Angeles CA 05/2024 03/2025
Sonic Drive-In Huntington Beach CA 07/2019 08/2019
Huntington Beach High School Huntington Beach CA 08/2019 07/2020
  • 03/2025 → 08/2025
    Bryson Financial
    Long Beach, CA
  • 05/2023 → 09/2025
    Lisa S. Tilton Dds
    Huntington Beach, CA
  • 08/2016 → 07/2019
    Huntington Beach High School
    Huntington Beach, CA
  • 09/2025 → Present
    Fidelity Investments
    Sacramento, CA
  • 08/2023 → 05/2024
    University Of Arizona
    Tucson, AZ
  • 08/2020 → 05/2023
    University Of Arizona
    Tucson, AZ
  • 05/2023 → 08/2023
    Tsg Wealth Management
    Long Beach, CA
  • 05/2024 → 03/2025
    Equitable Advisors
    Los Angeles, CA
  • 07/2019 → 08/2019
    Sonic Drive-In
    Huntington Beach, CA
  • 08/2019 → 07/2020
    Huntington Beach High School
    Huntington Beach, CA
Previous Registrations
Other Businesses

OBA-123232|OrgNmn:Lisa S. Tilton DDS|Org Addr:Huntington,California,US|OBA Nature:Dental Office|Invst Rel:N|Title:Billing Assistant|Duties:Billing Assistant|StrtDt:05-01-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2024-09-26
Other Names
  • Corey Tilton
  • Corey Adrian Tilton

View on SEC IAPD

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