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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-14
TX RA APPROVED 2025-07-14
  • CA RA
    APPROVED
    Since 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

Calabasas, CA • United States

123-127 South Lake Ave., Pasadena, CA 91101-2604 • 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 Pasadena CA 11/2023 Present
City Of Burbank Burbank CA 10/2016 04/2019
Copier Repair Land Glendale CA 01/2016 10/2023
Coldwell Banker Glendale CA 07/2019 10/2023
Keller Williams Burank CA 06/2018 07/2019
Pepperdine University Malibu CA 03/2022 Present
Glendale Community College Glendale CA 05/2015 01/2017
California State University Northridge Northridge CA 05/2018 08/2021
Southern New Hampshire University Hooksett NH 04/2021 03/2022
  • 11/2023 → Present
    Fidelity Investments
    Pasadena, CA
  • 10/2016 → 04/2019
    City Of Burbank
    Burbank, CA
  • 01/2016 → 10/2023
    Copier Repair Land
    Glendale, CA
  • 07/2019 → 10/2023
    Coldwell Banker
    Glendale, CA
  • 06/2018 → 07/2019
    Keller Williams
    Burank, CA
  • 03/2022 → Present
    Pepperdine University
    Malibu, CA
  • 05/2015 → 01/2017
    Glendale Community College
    Glendale, CA
  • 05/2018 → 08/2021
    California State University Northridge
    Northridge, CA
  • 04/2021 → 03/2022
    Southern New Hampshire University
    Hooksett, NH
Other Businesses

OBA-104232|OrgNmn:Copier Repair Land|Org Addr:Glendale,California,US|OBA Nature:Copiers Service and Sales|Invst Rel:N|Title:Marketing|Duties:Website and ecommerce platform updating and maintnance|StrtDt:01-01-16|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-22
  • S66 Uniform Combined State Law Examination
    2024-07-22

View on SEC IAPD

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