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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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
Dicks Sporting Goods Pineville NC 08/2016 11/2017
Buckle Inc Pineville NC 11/2017 04/2018
Walmart Neighborhood Market Fort Mill SC 03/2018 07/2018
Top Notch Consultants Charlotte NC 07/2018 10/2018
Full Time Student Rock Hill SC 10/2018 01/2019
Truist Financial Corporation Rolesville NC 01/2019 11/2023
Fidelity Investments Durham NC 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 11/2017
    Dicks Sporting Goods
    Pineville, NC
  • 11/2017 → 04/2018
    Buckle Inc
    Pineville, NC
  • 03/2018 → 07/2018
    Walmart Neighborhood Market
    Fort Mill, SC
  • 07/2018 → 10/2018
    Top Notch Consultants
    Charlotte, NC
  • 10/2018 → 01/2019
    Full Time Student
    Rock Hill, SC
  • 01/2019 → 11/2023
    Truist Financial Corporation
    Rolesville, NC
  • 11/2023 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-19
  • S66 Uniform Combined State Law Examination
    2024-04-19

View on SEC IAPD

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