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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • United States

Las Vegas, NV • 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 Henderson NV 11/2023 Present
Citibank N.A Henderson NV 01/2022 11/2023
Citibank N.A Henderson NV 10/2018 11/2021
Uber Technologies Las Vegas NV 06/2021 08/2023
Postmates Inc. Las Vegas NV 09/2018 01/2021
Urban Necessities Las Vegas NV 06/2018 09/2018
Express Inc. Las Vegas NV 04/2017 03/2018
Bacchanal Buffet Las Vegas NV 11/2016 03/2017
Marshalls Las Vegas NV 09/2015 09/2016
Doordash Inc. Las Vegas NV 01/2019 06/2021
Xxvi Holdings Henderson NV 01/2019 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    Henderson, NV
  • 01/2022 → 11/2023
    Citibank N.A
    Henderson, NV
  • 10/2018 → 11/2021
    Citibank N.A
    Henderson, NV
  • 06/2021 → 08/2023
    Uber Technologies
    Las Vegas, NV
  • 09/2018 → 01/2021
    Postmates Inc.
    Las Vegas, NV
  • 06/2018 → 09/2018
    Urban Necessities
    Las Vegas, NV
  • 04/2017 → 03/2018
    Express Inc.
    Las Vegas, NV
  • 11/2016 → 03/2017
    Bacchanal Buffet
    Las Vegas, NV
  • 09/2015 → 09/2016
    Marshalls
    Las Vegas, NV
  • 01/2019 → 06/2021
    Doordash Inc.
    Las Vegas, NV
  • 01/2019 → 12/2022
    Xxvi Holdings
    Henderson, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Henderson, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25

View on SEC IAPD

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