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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-13
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-05-13
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • United States

401 N. Michigan Ave Ste 100, Chicago, IL 60611-2200 • 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 St Louis MO 06/2023 Present
Spothopper Inc Tucson AZ 01/2023 05/2023
Grubhub Tucson AZ 11/2022 12/2022
Boeing Defense, Space & Security Berkeley MO 05/2022 08/2022
Roche Diagnostics Tucson AZ 05/2021 08/2021
University Of Arizona Tucson AZ 08/2019 05/2023
Central Missouri Pizza Inc Chesterfield MO 04/2020 07/2020
Panera Llc St. Louis MO 12/2018 07/2020
Jersey Mike'S Subs Chesterfield MO 05/2018 12/2018
Lafayette Senior High School Wildwood MO 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    St Louis, MO
  • 01/2023 → 05/2023
    Spothopper Inc
    Tucson, AZ
  • 11/2022 → 12/2022
    Grubhub
    Tucson, AZ
  • 05/2022 → 08/2022
    Boeing Defense, Space & Security
    Berkeley, MO
  • 05/2021 → 08/2021
    Roche Diagnostics
    Tucson, AZ
  • 08/2019 → 05/2023
    University Of Arizona
    Tucson, AZ
  • 04/2020 → 07/2020
    Central Missouri Pizza Inc
    Chesterfield, MO
  • 12/2018 → 07/2020
    Panera Llc
    St. Louis, MO
  • 05/2018 → 12/2018
    Jersey Mike'S Subs
    Chesterfield, MO
  • 08/2015 → 05/2019
    Lafayette Senior High School
    Wildwood, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Louis, MO
Other Businesses

OBA-127907|OrgNmn:Showcase Uniform Company LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Online Sports Uniforms and App|Invst Rel:N|Title:Independent Contractor|Duties:Occasional website maintenance, oversight|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-17
  • S66 Uniform Combined State Law Examination
    2023-10-17

View on SEC IAPD

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