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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-11
TX RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-04-11
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Glen Allen, VA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • 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
Cary Christian School Cary NC 07/2013 05/2019
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2019 05/2023
Big Mike'S Bbq Cary NC 01/2019 07/2019
Big Mike'S Bbq Cary NC 03/2020 09/2020
O2 Fitness Clubs Durham NC 08/2021 12/2021
Fidelity Investments Durham NC 06/2022 08/2022
Fidelity Investments Durham NC 06/2023 Present
Red Devil Lacross Club Apex NC 04/2021 06/2021
Gentlewoods Food Co Cary NC 08/2016 02/2023
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 05/2019
    Cary Christian School
    Cary, NC
  • 08/2019 → 05/2023
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 01/2019 → 07/2019
    Big Mike'S Bbq
    Cary, NC
  • 03/2020 → 09/2020
    Big Mike'S Bbq
    Cary, NC
  • 08/2021 → 12/2021
    O2 Fitness Clubs
    Durham, NC
  • 06/2022 → 08/2022
    Fidelity Investments
    Durham, NC
  • 06/2023 → Present
    Fidelity Investments
    Durham, NC
  • 04/2021 → 06/2021
    Red Devil Lacross Club
    Apex, NC
  • 08/2016 → 02/2023
    Gentlewoods Food Co
    Cary, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Moncure, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-10-23
Other Names
  • Juan Vanschalkwyk

View on SEC IAPD

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