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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 2026-01-13
NC RA APPROVED 2025-07-30
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • NC RA
    APPROVED
    Since 2025-07-30

Branch Locations

Charlotte, NC • United States

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • 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
Don Bosco Preparatory Highschool Ramsey NJ 09/2014 06/2018
University Of South Carolina Columbia SC 08/2018 05/2022
Cafe Panache Ramsey NJ 06/2021 07/2022
Operation Deep Blue Ramsey NJ 06/2020 06/2023
Market Basket Franklin Lakes NJ 12/2020 01/2021
Competition Pools Nutley NJ 06/2019 07/2019
The Tuxedo Club Tuxedo Park NY 06/2021 07/2021
Augusta National Golf Club Augusta GA 04/2021 04/2021
Augusta National Golf Club Augusta GA 04/2022 04/2022
Fidelity Investments Paramus NJ 07/2023 Present
Quail Hollow Club Charlotte NJ 05/2021 05/2021
Delaware North Kiawah Island, Charleston SC 05/2021 05/2021
Bettercloud New York NY 08/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 06/2018
    Don Bosco Preparatory Highschool
    Ramsey, NJ
  • 08/2018 → 05/2022
    University Of South Carolina
    Columbia, SC
  • 06/2021 → 07/2022
    Cafe Panache
    Ramsey, NJ
  • 06/2020 → 06/2023
    Operation Deep Blue
    Ramsey, NJ
  • 12/2020 → 01/2021
    Market Basket
    Franklin Lakes, NJ
  • 06/2019 → 07/2019
    Competition Pools
    Nutley, NJ
  • 06/2021 → 07/2021
    The Tuxedo Club
    Tuxedo Park, NY
  • 04/2021 → 04/2021
    Augusta National Golf Club
    Augusta, GA
  • 04/2022 → 04/2022
    Augusta National Golf Club
    Augusta, GA
  • 07/2023 → Present
    Fidelity Investments
    Paramus, NJ
  • 05/2021 → 05/2021
    Quail Hollow Club
    Charlotte, NJ
  • 05/2021 → 05/2021
    Delaware North
    Kiawah Island, Charleston, SC
  • 08/2022 → 12/2022
    Bettercloud
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paramus, NJ
Other Businesses

OBA-101229|OrgNmn:Therasage Infrared Products|Org Addr:Boca Raton,Florida,US|OBA Nature:Therasage has completely revol|Invst Rel:N|Title:Brand Affiliate|Duties:post an optional social media video or picture once a year. |StrtDt:01-01-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-19
  • S66 Uniform Combined State Law Examination
    2023-12-19
Other Names
  • Connor Josef Larson

View on SEC IAPD

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