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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-06
TX RA APPROVED_RES 2025-05-05
  • IL RA
    APPROVED
    Since 2025-05-06
  • TX RA
    APPROVED_RES
    Since 2025-05-05

Branch Locations

Tinley Park, IL • United States

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Oak Lawn IL 10/2015 09/2016
Broosters Plainfield IL 09/2016 04/2017
Bank Of America Oak Lawn IL 04/2017 06/2021
Sahara Asian Elderly Care Lombard IL 08/2021 05/2023
Fidelity Investments Orland Park IL 05/2023 Present
  • 10/2015 → 09/2016
    Unemployed
    Oak Lawn, IL
  • 09/2016 → 04/2017
    Broosters
    Plainfield, IL
  • 04/2017 → 06/2021
    Bank Of America
    Oak Lawn, IL
  • 08/2021 → 05/2023
    Sahara Asian Elderly Care
    Lombard, IL
  • 05/2023 → Present
    Fidelity Investments
    Orland Park, IL
Other Businesses

OBA-99330|OrgNmn:U&F Sons Inc. DBA Sahara Asian Elderly Care|Org Addr:Lombard,Illinois,US|OBA Nature:Help at home care|Invst Rel:N|Title:Employee|Duties:caregiver to elderly patients|StrtDt:08-26-21|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
S63 Uniform Securities Agent State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2024-12-17
  • S63 Uniform Securities Agent State Law Examination
    2023-11-29

View on SEC IAPD

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