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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Walnut Creek, CA • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

2120 University Ave, Berkeley, CA 94704-1026 • 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
Sonoma State Recreation Center Rohnert Park CA 10/2018 12/2019
Sonoma State Basketball Rohnert Park CA 07/2019 07/2022
Sonoma State School Of Businss And Economics Rohnert Park CA 04/2023 07/2023
Fidelity Investments Berkeley CA 09/2023 Present
Sonoma State University Rohnert Park CA 08/2018 05/2023
Clayton Valley Charter High School Concord CA 08/2014 08/2018
Doordash Rohnert Park CA 12/2020 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → 12/2019
    Sonoma State Recreation Center
    Rohnert Park, CA
  • 07/2019 → 07/2022
    Sonoma State Basketball
    Rohnert Park, CA
  • 04/2023 → 07/2023
    Sonoma State School Of Businss And Economics
    Rohnert Park, CA
  • 09/2023 → Present
    Fidelity Investments
    Berkeley, CA
  • 08/2018 → 05/2023
    Sonoma State University
    Rohnert Park, CA
  • 08/2014 → 08/2018
    Clayton Valley Charter High School
    Concord, CA
  • 12/2020 → 09/2022
    Doordash
    Rohnert Park, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-11
  • S66 Uniform Combined State Law Examination
    2024-03-11

View on SEC IAPD

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