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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-26
TX RA APPROVED 2025-06-24
  • FL RA
    APPROVED
    Since 2025-06-26
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Precision Barber Shop Jacksonville FL 03/2018 04/2020
Fanatics Jacksonville FL 07/2021 07/2023
Zaxbys Florida FL 11/2016 03/2017
Fidelity Investments Jacksonville FL 01/2024 Present
Steak 'N Shake Florida FL 08/2017 03/2018
Publix Florida FL 04/2013 11/2016
Olive Garden Florida FL 03/2017 06/2017
Danja And Co. Florida FL 06/2017 08/2017
Unemployed Jacksonville FL 04/2020 07/2021
Unemployed Jacksonville FL 07/2023 01/2024
  • 03/2018 → 04/2020
    Precision Barber Shop
    Jacksonville, FL
  • 07/2021 → 07/2023
    Fanatics
    Jacksonville, FL
  • 11/2016 → 03/2017
    Zaxbys
    Florida, FL
  • 01/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2017 → 03/2018
    Steak 'N Shake
    Florida, FL
  • 04/2013 → 11/2016
    Publix
    Florida, FL
  • 03/2017 → 06/2017
    Olive Garden
    Florida, FL
  • 06/2017 → 08/2017
    Danja And Co.
    Florida, FL
  • 04/2020 → 07/2021
    Unemployed
    Jacksonville, FL
  • 07/2023 → 01/2024
    Unemployed
    Jacksonville, FL
Other Businesses

OBA-105871|OrgNmn:eBay|Org Addr:Jacksonvil,Florida,US|OBA Nature:I collect sports trading cards|Invst Rel:N|Title:eBay member|Duties:I will buy and sell from the online platform from time to time. No duties and obligations.|StrtDt:11-01-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
S63 Uniform Securities Agent State Law Examination 2024-04-16
  • S66 Uniform Combined State Law Examination
    2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2024-04-16

View on SEC IAPD

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