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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Ponte Vedra Beach, 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
Fisher Investments Tampa FL 10/2022 11/2023
Graduated - Looking For Work Ponte Vedra Beach FL 08/2022 10/2022
Florida State University Tallahassee FL 08/2020 08/2022
Tallahassee Community College Tallahassee FL 08/2018 08/2020
Oak Bridge Golf And Country Club Ponte Vedra Beach FL 11/2017 05/2018
Al's Pizza Ponte Vedra Beach FL 02/2017 11/2017
Firehouse Subs Jacksonville Beach FL 06/2016 02/2017
Fidelity Investments Jacksonville FL 12/2023 Present
Ponte Vedra High School Ponte Vedra Beach FL 12/2015 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 11/2023
    Fisher Investments
    Tampa, FL
  • 08/2022 → 10/2022
    Graduated - Looking For Work
    Ponte Vedra Beach, FL
  • 08/2020 → 08/2022
    Florida State University
    Tallahassee, FL
  • 08/2018 → 08/2020
    Tallahassee Community College
    Tallahassee, FL
  • 11/2017 → 05/2018
    Oak Bridge Golf And Country Club
    Ponte Vedra Beach, FL
  • 02/2017 → 11/2017
    Al's Pizza
    Ponte Vedra Beach, FL
  • 06/2016 → 02/2017
    Firehouse Subs
    Jacksonville Beach, FL
  • 12/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 12/2015 → 06/2018
    Ponte Vedra High School
    Ponte Vedra Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-05
  • S66 Uniform Combined State Law Examination
    2024-04-05

View on SEC IAPD

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