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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-09
TX RA APPROVED 2025-05-29
  • FL RA
    APPROVED
    Since 2025-06-09
  • TX RA
    APPROVED
    Since 2025-05-29

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Houligan'S Original Ormond Beach FL 07/2021 04/2023
Riptides Raw Bar And Grill Ormond Beach FL 05/2018 07/2021
Grind Gastropub And Kona Tiki Bar Ormond Beach FL 07/2014 05/2018
Fidelity Investments Jacksonville FL 12/2023 Present
Unemployed Palm Harbor FL 05/2023 12/2023
  • 07/2021 → 04/2023
    Houligan'S Original
    Ormond Beach, FL
  • 05/2018 → 07/2021
    Riptides Raw Bar And Grill
    Ormond Beach, FL
  • 07/2014 → 05/2018
    Grind Gastropub And Kona Tiki Bar
    Ormond Beach, FL
  • 12/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2023 → 12/2023
    Unemployed
    Palm Harbor, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2024-04-26

View on SEC IAPD

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