Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chicago, IL • 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
Unemployed Il IL 08/2017 06/2018
Tamari Sushi Defunct IL 05/2016 05/2017
Unemployed Il IL 05/2023 08/2023
Purdue University West Lafayette IN 01/2019 05/2019
Core Spaces In IN 05/2019 05/2020
Accor Novotel Jiangsu 06/2018 11/2018
Ishii King Sheridan WY 11/2022 02/2024
Global Evolution Marketing Defunct GA 08/2020 03/2021
Unemployed Il IL 11/2018 01/2019
Fidelity Investments Schaumburg IL 02/2024 Present
Staples Il IL 09/2021 05/2023
Brio Tuscan Grille Defunct IL 05/2017 08/2017
Tectonic Industries Wi WI 03/2021 09/2021
Scale Virtually Il IL 08/2023 01/2024
Skyzone Elmhurst Il IL 05/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 06/2018
    Unemployed
    Il, IL
  • 05/2016 → 05/2017
    Tamari Sushi
    Defunct, IL
  • 05/2023 → 08/2023
    Unemployed
    Il, IL
  • 01/2019 → 05/2019
    Purdue University
    West Lafayette, IN
  • 05/2019 → 05/2020
    Core Spaces
    In, IN
  • 06/2018 → 11/2018
    Accor Novotel
    Jiangsu
  • 11/2022 → 02/2024
    Ishii King
    Sheridan, WY
  • 08/2020 → 03/2021
    Global Evolution Marketing
    Defunct, GA
  • 11/2018 → 01/2019
    Unemployed
    Il, IL
  • 02/2024 → Present
    Fidelity Investments
    Schaumburg, IL
  • 09/2021 → 05/2023
    Staples
    Il, IL
  • 05/2017 → 08/2017
    Brio Tuscan Grille
    Defunct, IL
  • 03/2021 → 09/2021
    Tectonic Industries
    Wi, WI
  • 08/2023 → 01/2024
    Scale Virtually
    Il, IL
  • 05/2020 → 08/2020
    Skyzone Elmhurst
    Il, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
    Schaumburg, IL
Other Businesses

OBA-132904|OrgNmn:Popbookings|Org Addr:kansas cit,Missouri,US|OBA Nature:staffing marketing activations|Invst Rel:N|Title:brand ambassador/promo model|Duties:work events and activations representing non finance related brands|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-110343|OrgNmn:She So Corporate|Org Addr:Los Angele,California,US|OBA Nature:Event and promotion|Invst Rel:N|Title:Employee|Duties:work experiential marketing events and promotional events.|StrtDt:06-20-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-132905|OrgNmn:my party princess|Org Addr:schaumburg,Illinois,US|OBA Nature:staff costume characters for e|Invst Rel:N|Title:costume character|Duties:costume character for events, parties, etc.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-132362|OrgNmn:PUSH Agency|Org Addr:tempe,Arizona,US|OBA Nature:staffing agency|Invst Rel:N|Title:Independent Contractor|Duties:model or work events for non financial companies|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106917|OrgNmn:Ishii King|Org Addr:Sheridan,Wyoming,US|OBA Nature:Modeling, acting, and entertai|Invst Rel:N|Title:Sole Proprietor|Duties:Modeling and acting for clients.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-106964|OrgNmn:Mundos Group|Org Addr:Forth Wort,Texas,US|OBA Nature:staffing agency|Invst Rel:N|Title:Independent Contractor|Duties:work events (mostly sporting events)|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106960|OrgNmn:Dream Team Talent|Org Addr:Chicago,Illinois,US|OBA Nature:Modeling and acting agency|Invst Rel:N|Title:Independent Contractor|Duties:Model and act|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106963|OrgNmn:SK Model Management|Org Addr:Rock Islan,Illinois,US|OBA Nature:Modeling agency|Invst Rel:N|Title:Independent Contractor|Duties:model and act|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106972|OrgNmn:Charismatic Agency|Org Addr:South Holl,Illinois,US|OBA Nature:modeling agency|Invst Rel:N|Title:Independent Contractor|Duties:work events, mostly liquor brands|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106961|OrgNmn:Talent Networks|Org Addr:Chicago,Illinois,US|OBA Nature:Acting and modeling agency|Invst Rel:N|Title:Independent Contractor|Duties:model and act|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-106958|OrgNmn:Milk and Cereal Productions Inc|Org Addr:Torrance,California,US|OBA Nature:Staffing company for events.|Invst Rel:N|Title:Employee|Duties:Work events such as music festivals, theater staff, etc.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-121748|OrgNmn:Assist Marketing|Org Addr:Menomonee,Wisconsin,US|OBA Nature:The company staffs promo model|Invst Rel:N|Title:Independent Contractor|Duties:Be a brand ambassador at select events for brands not related to the financial industry.|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
  • S66 Uniform Combined State Law Examination
    2024-08-19

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor