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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-05
FL RA APPROVED 2025-05-20
  • TX RA
    APPROVED_RES
    Since 2026-02-05
  • FL RA
    APPROVED
    Since 2025-05-20

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Tampa, FL • 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
Esplanade Golf & Country Club Lakewood Ranch FL 02/2024 01/2025
Florida Financial Advisors Tampa FL 07/2023 01/2024
Manchester Valley High School Manchester MD 07/2016 06/2019
Fuchs North America Hampstead MD 06/2019 12/2020
Rita'S Italian Ice Hampstead MD 07/2017 10/2017
Fidelity Investments Tampa FL 01/2025 Present
Cadence Bank Tuscaloosa AL 06/2022 02/2023
The University Of Alabama Tuscaloosa AL 08/2019 05/2023
North River Yacht Club Tuscaloosa AL 10/2020 06/2023
Texas Roadhouse Westminster MD 03/2017 12/2020
  • 02/2024 → 01/2025
    Esplanade Golf & Country Club
    Lakewood Ranch, FL
  • 07/2023 → 01/2024
    Florida Financial Advisors
    Tampa, FL
  • 07/2016 → 06/2019
    Manchester Valley High School
    Manchester, MD
  • 06/2019 → 12/2020
    Fuchs North America
    Hampstead, MD
  • 07/2017 → 10/2017
    Rita'S Italian Ice
    Hampstead, MD
  • 01/2025 → Present
    Fidelity Investments
    Tampa, FL
  • 06/2022 → 02/2023
    Cadence Bank
    Tuscaloosa, AL
  • 08/2019 → 05/2023
    The University Of Alabama
    Tuscaloosa, AL
  • 10/2020 → 06/2023
    North River Yacht Club
    Tuscaloosa, AL
  • 03/2017 → 12/2020
    Texas Roadhouse
    Westminster, MD
Previous Registrations
Other Businesses

OBA-120957|OrgNmn:Depop Limited|Org Addr:Tampa,Florida,US|OBA Nature:Online Platform (app) to buy a|Invst Rel:N|Title:Depop Seller|Duties:Self-listing clothing on the platform to sell, dropping off sold items at the post office|StrtDt:06-16-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-17
S65 Uniform Investment Adviser Law Examination 2023-05-27
  • S63 Uniform Securities Agent State Law Examination
    2025-04-17
  • S65 Uniform Investment Adviser Law Examination
    2023-05-27

View on SEC IAPD

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