Best Investors Account Sign in

Diana Espinoza

Strategic Advisers LLC

Oakland, CA

Berkeley, CA

Berkeley, CA

Claim This Profile
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

Oakland, CA • United States

2120 University Ave, Berkeley, CA 94704-1026 • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • 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
Wells Fargo Berkeley CA 10/2021 04/2022
Jp Morgan Chase Emeryville CA 04/2022 04/2023
Tmc Community Capital Oakland CA 01/2020 06/2020
University Of California Berkeley Berkeley CA 08/2017 08/2021
Middletown High School Middletown CA 08/2013 06/2017
Camp Galileo Berkeley CA 06/2021 08/2021
Camp Galileo Berkeley CA 05/2019 08/2019
Edventure More Oakland CA 05/2018 08/2018
Subway Hidden Valley CA 07/2020 11/2020
Fidelity Investments Berkeley CA 05/2023 Present
  • 10/2021 → 04/2022
    Wells Fargo
    Berkeley, CA
  • 04/2022 → 04/2023
    Jp Morgan Chase
    Emeryville, CA
  • 01/2020 → 06/2020
    Tmc Community Capital
    Oakland, CA
  • 08/2017 → 08/2021
    University Of California Berkeley
    Berkeley, CA
  • 08/2013 → 06/2017
    Middletown High School
    Middletown, CA
  • 06/2021 → 08/2021
    Camp Galileo
    Berkeley, CA
  • 05/2019 → 08/2019
    Camp Galileo
    Berkeley, CA
  • 05/2018 → 08/2018
    Edventure More
    Oakland, CA
  • 07/2020 → 11/2020
    Subway
    Hidden Valley, CA
  • 05/2023 → Present
    Fidelity Investments
    Berkeley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
  • S66 Uniform Combined State Law Examination
    2023-09-29

View on SEC IAPD

More in Oakland, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor