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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sunnyvale, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
J.P. Morgan Securities Llc Sunnyvale CA 06/2023 11/2023
Jp Morgan Chase Bank, N.A. Sunnyvale CA 06/2023 11/2023
Verkada Inc San Mateo CA 11/2022 04/2023
Lucid Motors Santa Clara CA 07/2022 12/2022
Apple Inc San Jose CA 09/2021 06/2022
Mercedes-Benz Of Stevens Creek San Jose CA 10/2018 07/2019
Pep Boys Sunnyvale CA 04/2018 08/2018
Safeway Inc Mountain View CA 10/2017 01/2018
Allied Universal Security Services San Jose CA 10/2019 11/2021
G4S Secure Solutions Usa Santa Clara CA 12/2019 04/2020
Amazon Mountain View CA 10/2019 02/2020
24 Hour Fitness Usa, Llc Sunnyvale CA 09/2018 10/2018
Unemployed Sunnyvale CA 06/2013 10/2017
Apple Inc (Through Temp Agency Allied Universal) Mountain View CA 07/2020 09/2021
Wells Fargo Bank, N.A. San Carlos CA 05/2023 05/2023
Unemployed Sunnyvale CA 02/2018 03/2018
Unemployed Sunnyvale CA 08/2019 09/2019
Fidelity Investments Campbell CA 10/2024 Present
Bmo Financial Group Palo Alto CA 02/2024 10/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 11/2023
    J.P. Morgan Securities Llc
    Sunnyvale, CA
  • 06/2023 → 11/2023
    Jp Morgan Chase Bank, N.A.
    Sunnyvale, CA
  • 11/2022 → 04/2023
    Verkada Inc
    San Mateo, CA
  • 07/2022 → 12/2022
    Lucid Motors
    Santa Clara, CA
  • 09/2021 → 06/2022
    Apple Inc
    San Jose, CA
  • 10/2018 → 07/2019
    Mercedes-Benz Of Stevens Creek
    San Jose, CA
  • 04/2018 → 08/2018
    Pep Boys
    Sunnyvale, CA
  • 10/2017 → 01/2018
    Safeway Inc
    Mountain View, CA
  • 10/2019 → 11/2021
    Allied Universal Security Services
    San Jose, CA
  • 12/2019 → 04/2020
    G4S Secure Solutions Usa
    Santa Clara, CA
  • 10/2019 → 02/2020
    Amazon
    Mountain View, CA
  • 09/2018 → 10/2018
    24 Hour Fitness Usa, Llc
    Sunnyvale, CA
  • 06/2013 → 10/2017
    Unemployed
    Sunnyvale, CA
  • 07/2020 → 09/2021
    Apple Inc (Through Temp Agency Allied Universal)
    Mountain View, CA
  • 05/2023 → 05/2023
    Wells Fargo Bank, N.A.
    San Carlos, CA
  • 02/2018 → 03/2018
    Unemployed
    Sunnyvale, CA
  • 08/2019 → 09/2019
    Unemployed
    Sunnyvale, CA
  • 10/2024 → Present
    Fidelity Investments
    Campbell, CA
  • 02/2024 → 10/2024
    Bmo Financial Group
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Campbell, CA
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-24
  • S66 Uniform Combined State Law Examination
    2024-08-24
Other Names
  • David An Nguyen
  • David Nguyen
  • David A Nguyen

View on SEC IAPD

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