Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Portsmouth, NH • 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
Market Basket Stratham NH 11/2017 01/2020
Stone Oven Catering, Llc Exeter NH 06/2019 08/2020
Bayside Distributing Brentwood NH 05/2020 08/2020
Libby's Bar And Grill Durham NH 01/2021 03/2021
Sea Ketch Restaurant Hampton NH 06/2021 07/2023
Sea View Technologies, Inc. Hampton NH 01/2022 03/2022
Northeast Planning Associates, Inc. Portsmouth NH 06/2022 08/2022
Flatbread Company Portsmouth NH 01/2023 03/2023
Fidelity Investments Merrimack NH 06/2023 Present
Unemployed Stratham NH 06/2013 11/2017
Unemployed Stratham NH 08/2020 01/2021
Unemployed Stratham NH 03/2021 06/2021
University Of New Hampshire Durham NH 08/2019 05/2023
Exeter High School Exeter NH 08/2015 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 01/2020
    Market Basket
    Stratham, NH
  • 06/2019 → 08/2020
    Stone Oven Catering, Llc
    Exeter, NH
  • 05/2020 → 08/2020
    Bayside Distributing
    Brentwood, NH
  • 01/2021 → 03/2021
    Libby's Bar And Grill
    Durham, NH
  • 06/2021 → 07/2023
    Sea Ketch Restaurant
    Hampton, NH
  • 01/2022 → 03/2022
    Sea View Technologies, Inc.
    Hampton, NH
  • 06/2022 → 08/2022
    Northeast Planning Associates, Inc.
    Portsmouth, NH
  • 01/2023 → 03/2023
    Flatbread Company
    Portsmouth, NH
  • 06/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2013 → 11/2017
    Unemployed
    Stratham, NH
  • 08/2020 → 01/2021
    Unemployed
    Stratham, NH
  • 03/2021 → 06/2021
    Unemployed
    Stratham, NH
  • 08/2019 → 05/2023
    University Of New Hampshire
    Durham, NH
  • 08/2015 → 06/2019
    Exeter High School
    Exeter, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-132602|OrgNmn:603 Junk LLC|Org Addr:Seabrook,New Hampsh,US|OBA Nature:Junk Removal Business|Invst Rel:N|Title:Partner|Duties:Junk removal business with friends. |StrtDt:08-05-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-13
  • S66 Uniform Combined State Law Examination
    2023-12-13
Other Names
  • Jack William Gillis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Merrimack, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor