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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-30
  • TX RA
    APPROVED
    Since 2025-07-30

Branch Locations

2933 West 7Th St., Fort Worth, TX 76107-2221 • United States

Irving, TX • 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
Fidelity Investments Westlake TX 07/2023 Present
Jj Kat Or Brewskys Haymarket Lincoln NE 05/2022 10/2022
Country Club Of Lincoln Lincoln NE 05/2022 05/2022
Fireworks Restaurant Lincoln NE 05/2021 05/2022
Ruffalo Noel Levitz Lincoln NE 11/2020 05/2021
Jerrys Foods Woodbury MN 05/2018 07/2020
Portillos Woodbury MN 06/2017 04/2018
Paradise Car Wash Woodbury MN 03/2017 06/2017
Unemployed Woodbury MN 08/2012 03/2017
University Of Nebraska- Lincoln Lincoln NE 07/2020 11/2020
Six Pack Coverage Lincoln NE 01/2022 07/2023
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2022 → 10/2022
    Jj Kat Or Brewskys Haymarket
    Lincoln, NE
  • 05/2022 → 05/2022
    Country Club Of Lincoln
    Lincoln, NE
  • 05/2021 → 05/2022
    Fireworks Restaurant
    Lincoln, NE
  • 11/2020 → 05/2021
    Ruffalo Noel Levitz
    Lincoln, NE
  • 05/2018 → 07/2020
    Jerrys Foods
    Woodbury, MN
  • 06/2017 → 04/2018
    Portillos
    Woodbury, MN
  • 03/2017 → 06/2017
    Paradise Car Wash
    Woodbury, MN
  • 08/2012 → 03/2017
    Unemployed
    Woodbury, MN
  • 07/2020 → 11/2020
    University Of Nebraska- Lincoln
    Lincoln, NE
  • 01/2022 → 07/2023
    Six Pack Coverage
    Lincoln, NE
Other Businesses

OBA-124164|OrgNmn:Tiktok Shop|Org Addr:Irving,Texas,US|OBA Nature:Promote samples on tiktok shop|Invst Rel:N|Title:Tiktok Shop Creator Program|Duties:I get sent samples from brands on tiktok shop and create a video of the product |StrtDt:10-20-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2023-11-22

View on SEC IAPD

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