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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Gardner, MA • 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
2020 Communications Inc Texas TX 10/2020 11/2020
Unemployed N/A MA 12/2022 02/2023
Osl Retail Services Michigan MI 07/2018 09/2019
The 1761 Old Mill Massachusetts MA 02/2023 10/2023
Unemployed N/A MA 04/2020 10/2020
Fidelity Investments Merrimack NH 02/2024 Present
Alii Woodtailors Captain Cook HI 10/2016 03/2017
Southside Grille & Margarita Factory Gardner MA 03/2017 12/2017
Ocean State Job Lot Massachusetts MA 11/2020 01/2021
Southside Grille & Margarita Factory Gardner MA 10/2021 12/2022
Animal Adventures Massachusetts MA 01/2018 07/2018
Dunkin Donuts Gardner MA 11/2020 11/2020
Parker House Of Pizza Ma MA 11/2023 02/2024
Sunrun Inc California CA 09/2019 04/2020
Applebee'S Grill + Bar Massachusetts MA 11/2020 12/2020
Blufox Mobile Ma Llc New York NY 01/2021 10/2021
William'S Restaurant Gardner MA 03/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 11/2020
    2020 Communications Inc
    Texas, TX
  • 12/2022 → 02/2023
    Unemployed
    N/A, MA
  • 07/2018 → 09/2019
    Osl Retail Services
    Michigan, MI
  • 02/2023 → 10/2023
    The 1761 Old Mill
    Massachusetts, MA
  • 04/2020 → 10/2020
    Unemployed
    N/A, MA
  • 02/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2016 → 03/2017
    Alii Woodtailors
    Captain Cook, HI
  • 03/2017 → 12/2017
    Southside Grille & Margarita Factory
    Gardner, MA
  • 11/2020 → 01/2021
    Ocean State Job Lot
    Massachusetts, MA
  • 10/2021 → 12/2022
    Southside Grille & Margarita Factory
    Gardner, MA
  • 01/2018 → 07/2018
    Animal Adventures
    Massachusetts, MA
  • 11/2020 → 11/2020
    Dunkin Donuts
    Gardner, MA
  • 11/2023 → 02/2024
    Parker House Of Pizza
    Ma, MA
  • 09/2019 → 04/2020
    Sunrun Inc
    California, CA
  • 11/2020 → 12/2020
    Applebee'S Grill + Bar
    Massachusetts, MA
  • 01/2021 → 10/2021
    Blufox Mobile Ma Llc
    New York, NY
  • 03/2016 → 10/2016
    William'S Restaurant
    Gardner, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Gardner, MA
Other Businesses

OBA-119102|OrgNmn:Whiskey Johnson|Org Addr:Gardner,Massachuse,US|OBA Nature:Local Band who plays out at re|Invst Rel:N|Title:Lead Singer|Duties:Practice a few hours a week, and play out a few hours a week. Outside of business hours.|StrtDt:06-20-25|TotHrs/mon:18|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-20
  • S66 Uniform Combined State Law Examination
    2024-06-20
Other Names
  • Salsabil Ximena Al-Aziz
  • Bil Ximena Hartley

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