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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Los Angeles, CA • United States

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • 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
Full Time Student Not Working. Los Angeles CA 02/2014 12/2019
Ted Baker Santa Monica CA 12/2019 03/2020
Unemployed Los Angeles CA 03/2020 01/2021
Harbor Freight Tools Culver City CA 01/2021 05/2021
Kmk Real Estate Services Culver City CA 06/2021 07/2021
Unemployed Los Angeles CA 07/2021 01/2022
Lowes Mid City CA 01/2022 05/2022
Wells Fargo Santa Monica CA 05/2022 05/2023
Jp Morgan Chase Pacific Palisades CA 05/2023 01/2024
Fidleity Investments Santa Monica CA 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 12/2019
    Full Time Student Not Working.
    Los Angeles, CA
  • 12/2019 → 03/2020
    Ted Baker
    Santa Monica, CA
  • 03/2020 → 01/2021
    Unemployed
    Los Angeles, CA
  • 01/2021 → 05/2021
    Harbor Freight Tools
    Culver City, CA
  • 06/2021 → 07/2021
    Kmk Real Estate Services
    Culver City, CA
  • 07/2021 → 01/2022
    Unemployed
    Los Angeles, CA
  • 01/2022 → 05/2022
    Lowes
    Mid City, CA
  • 05/2022 → 05/2023
    Wells Fargo
    Santa Monica, CA
  • 05/2023 → 01/2024
    Jp Morgan Chase
    Pacific Palisades, CA
  • 02/2024 → Present
    Fidleity Investments
    Santa Monica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-20
  • S66 Uniform Combined State Law Examination
    2023-05-20

View on SEC IAPD

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