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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-19
  • TX RA
    APPROVED
    Since 2025-08-19

Branch Locations

Houston, 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 09/2023 Present
The Ritz Carlton Bacara, Santa Barbara Santa Barbara CA 06/2021 07/2023
Sul Bingsu Katy TX 08/2022 09/2022
Ucsb Student Health Services Santa Barbara CA 11/2020 06/2021
Coffee Bean And Tea Leaf Goleta CA 05/2020 11/2020
Ucsb Summer Hospitality Services Goleta CA 07/2019 09/2019
Unemployed Simi Valley CA 09/2010 09/2019
Unemployed Goleta CA 09/2019 05/2020
Riverview High School Riverview FL 04/2018 05/2018
Royal High School Simi Valley CA 08/2017 04/2018
University Of California, Santa Barbara Santa Barbara CA 09/2018 09/2023
University Preparatory School Victorville CA 09/2012 06/2017
  • 09/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2021 → 07/2023
    The Ritz Carlton Bacara, Santa Barbara
    Santa Barbara, CA
  • 08/2022 → 09/2022
    Sul Bingsu
    Katy, TX
  • 11/2020 → 06/2021
    Ucsb Student Health Services
    Santa Barbara, CA
  • 05/2020 → 11/2020
    Coffee Bean And Tea Leaf
    Goleta, CA
  • 07/2019 → 09/2019
    Ucsb Summer Hospitality Services
    Goleta, CA
  • 09/2010 → 09/2019
    Unemployed
    Simi Valley, CA
  • 09/2019 → 05/2020
    Unemployed
    Goleta, CA
  • 04/2018 → 05/2018
    Riverview High School
    Riverview, FL
  • 08/2017 → 04/2018
    Royal High School
    Simi Valley, CA
  • 09/2018 → 09/2023
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 09/2012 → 06/2017
    University Preparatory School
    Victorville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-16
S63 Uniform Securities Agent State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2025-08-16
  • S63 Uniform Securities Agent State Law Examination
    2024-03-01

View on SEC IAPD

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