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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
ID RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-12
  • ID RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boise, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • 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
Washington State University Pullman WA 07/2013 08/2017
Leupold & Stevens Beaverton WA 03/2021 04/2023
Smt Holdings Llc Hillsboro OR 07/2020 03/2021
Unemployed Castle Rock WA 05/2023 07/2023
Unemployed Castle Rock WA 03/2024 06/2024
Equitable Advisors, Llc New York NY 07/2023 02/2024
Unemployed Castle Rock WA 08/2017 12/2017
Fidelity Investments Boise ID 07/2024 Present
Clark County Assessor'S Office Vancouver WA 01/2018 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 08/2017
    Washington State University
    Pullman, WA
  • 03/2021 → 04/2023
    Leupold & Stevens
    Beaverton, WA
  • 07/2020 → 03/2021
    Smt Holdings Llc
    Hillsboro, OR
  • 05/2023 → 07/2023
    Unemployed
    Castle Rock, WA
  • 03/2024 → 06/2024
    Unemployed
    Castle Rock, WA
  • 07/2023 → 02/2024
    New York, NY
  • 08/2017 → 12/2017
    Unemployed
    Castle Rock, WA
  • 07/2024 → Present
    Fidelity Investments
    Boise, ID
  • 01/2018 → 09/2020
    Clark County Assessor'S Office
    Vancouver, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boise, ID
  • 2023-10-05 → 2024-03-06
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
  • S66 Uniform Combined State Law Examination
    2023-10-03

View on SEC IAPD

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