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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-09
  • FL RA
    APPROVED
    Since 2025-09-09

Branch Locations

Miami, 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
Fidelity Investments Miami FL 07/2025 Present
Pruco Securities Llc Miami FL 03/2024 06/2024
Florida State University Tallahassee FL 08/2016 05/2020
Galleria International Realty Ft. Lauderdale FL 06/2020 07/2022
Lorenzo Appraisers Miami FL 09/2021 02/2024
International Wealth Protection Miami FL 02/2024 09/2024
Mastec Miami FL 10/2024 07/2025
  • 07/2025 → Present
    Fidelity Investments
    Miami, FL
  • 03/2024 → 06/2024
    Miami, FL
  • 08/2016 → 05/2020
    Florida State University
    Tallahassee, FL
  • 06/2020 → 07/2022
    Galleria International Realty
    Ft. Lauderdale, FL
  • 09/2021 → 02/2024
    Lorenzo Appraisers
    Miami, FL
  • 02/2024 → 09/2024
    International Wealth Protection
    Miami, FL
  • 10/2024 → 07/2025
    Mastec
    Miami, FL
Previous Registrations
Other Businesses

OBA-121394|OrgNmn:Sumantics|Org Addr:Miami,Florida,US|OBA Nature:Music Artist|Invst Rel:N|Title:Artist|Duties:None, completely personal driven.|StrtDt:10-31-18|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-20
  • S66 Uniform Combined State Law Examination
    2024-07-20

View on SEC IAPD

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