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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-22
TX RA APPROVED 2025-11-10
  • FL RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED
    Since 2025-11-10

Branch Locations

Anthony, 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
Student Ocala FL 05/2020 10/2020
Wiseguys Pizza Ocala FL 06/2020 07/2020
North Florida Financial Fl FL 03/2024 05/2024
Scooby'S Subs Ocala FL 10/2019 05/2020
Tracker Boats Gainesville FL 04/2023 07/2024
Student Ocala FL 12/2013 08/2018
Millers Ale House Fl FL 05/2021 04/2023
Fed Ex Ocala FL 01/2021 04/2021
Dicks Sporting Goods Fl FL 11/2020 05/2021
Fidelity Investments Westlake TX 07/2024 Present
Racewash Carwash Ocala FL 09/2018 09/2019
  • 05/2020 → 10/2020
    Student
    Ocala, FL
  • 06/2020 → 07/2020
    Wiseguys Pizza
    Ocala, FL
  • 03/2024 → 05/2024
    North Florida Financial
    Fl, FL
  • 10/2019 → 05/2020
    Scooby'S Subs
    Ocala, FL
  • 04/2023 → 07/2024
    Tracker Boats
    Gainesville, FL
  • 12/2013 → 08/2018
    Student
    Ocala, FL
  • 05/2021 → 04/2023
    Millers Ale House
    Fl, FL
  • 01/2021 → 04/2021
    Fed Ex
    Ocala, FL
  • 11/2020 → 05/2021
    Dicks Sporting Goods
    Fl, FL
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 09/2018 → 09/2019
    Racewash Carwash
    Ocala, FL
Other Businesses

OBA-112306|OrgNmn:Taso Official (Referee)|Org Addr:Fort Worth,Texas,US|OBA Nature:Ofiiciate youth sports|Invst Rel:N|Title:Taso Official|Duties:Officiate youth sports|StrtDt:08-28-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-28
  • S66 Uniform Combined State Law Examination
    2024-10-28

View on SEC IAPD

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