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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-02
OR RA APPROVED 2025-09-24
  • TX RA
    APPROVED
    Since 2026-07-02
  • OR RA
    APPROVED
    Since 2025-09-24

Branch Locations

Clackamas, OR • United States

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • 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
Starbucks Or OR 08/2022 05/2023
Northwestern Mutual Lake Oswego OR 06/2023 01/2024
Portland Community College Portland OR 09/2020 06/2024
Clackamas High School Clackamas OR 09/2016 06/2020
Unemployed Clackamas OR 07/2020 08/2020
Fidelity Investments Beaverton OR 01/2025 Present
Unemployed Clackamas OR 06/2024 12/2024
University Of Portland Portland OR 08/2022 05/2024
  • 08/2022 → 05/2023
    Starbucks
    Or, OR
  • 06/2023 → 01/2024
    Northwestern Mutual
    Lake Oswego, OR
  • 09/2020 → 06/2024
    Portland Community College
    Portland, OR
  • 09/2016 → 06/2020
    Clackamas High School
    Clackamas, OR
  • 07/2020 → 08/2020
    Unemployed
    Clackamas, OR
  • 01/2025 → Present
    Fidelity Investments
    Beaverton, OR
  • 06/2024 → 12/2024
    Unemployed
    Clackamas, OR
  • 08/2022 → 05/2024
    University Of Portland
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12
Other Names
  • Brandon Viet Tran
  • Brandon Tran

View on SEC IAPD

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