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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-21
  • FL RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

Saint Johns, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Perdoceo Education Corporation Schaumburg IL 02/2013 12/2016
Reynolds American Inc Winston Salem NC 01/2018 02/2023
Fidelity Investments Jacksonville FL 12/2023 Present
Unemployed Crystal Lake IL 12/2016 01/2018
Unemployed Saint Johns FL 03/2023 12/2023
  • 02/2013 → 12/2016
    Perdoceo Education Corporation
    Schaumburg, IL
  • 01/2018 → 02/2023
    Reynolds American Inc
    Winston Salem, NC
  • 12/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 12/2016 → 01/2018
    Unemployed
    Crystal Lake, IL
  • 03/2023 → 12/2023
    Unemployed
    Saint Johns, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-04-26

View on SEC IAPD

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