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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States

Vancouver, WA • 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
Oregon State College Of Business Corvallis OR 09/2023 05/2024
Horst And Graben Wealth Management Lake Oswego OR 06/2022 09/2022
Westview High School Portland OR 09/2016 06/2020
Amazon Fresh Portland OR 07/2020 11/2022
Da Davidson Capital Markets Portland OR 06/2023 08/2023
Fidelity Investments Vancouver WA 06/2024 Present
Oregon State University Corvallis OR 09/2020 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 05/2024
    Oregon State College Of Business
    Corvallis, OR
  • 06/2022 → 09/2022
    Horst And Graben Wealth Management
    Lake Oswego, OR
  • 09/2016 → 06/2020
    Westview High School
    Portland, OR
  • 07/2020 → 11/2022
    Amazon Fresh
    Portland, OR
  • 06/2023 → 08/2023
    Da Davidson Capital Markets
    Portland, OR
  • 06/2024 → Present
    Fidelity Investments
    Vancouver, WA
  • 09/2020 → 06/2024
    Oregon State University
    Corvallis, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vancouver, WA
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-06
  • S66 Uniform Combined State Law Examination
    2024-11-06
Other Names
  • Payton Harrison
  • Payton Katherine Harrison

View on SEC IAPD

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