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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 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

Dover, NH • 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
- - NH 09/2019 06/2020
Dube Plus Construction Nh NH 06/2017 09/2017
| - NH 09/2021 05/2022
Lake Wentworth Inn Nh NH 05/2022 09/2022
- - NH 09/2020 05/2021
Hayes Real Estate Nh NH 06/2021 09/2021
- - NH 09/2017 06/2018
Province Lake Golf Course Me ME 06/2020 09/2020
- - NH 09/2016 06/2017
Dube Plus Construction Nh NH 06/2018 09/2018
Dube Plus Construction Nh NH 06/2016 09/2016
- - NH 09/2018 06/2019
Fidelity Investments Merrimack NH 03/2024 Present
Brewster Academy Nh NH 06/2019 09/2019
Enterprise (Sales Division) Nh NH 09/2022 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 06/2020
    -
    -, NH
  • 06/2017 → 09/2017
    Dube Plus Construction
    Nh, NH
  • 09/2021 → 05/2022
    |
    -, NH
  • 05/2022 → 09/2022
    Lake Wentworth Inn
    Nh, NH
  • 09/2020 → 05/2021
    -
    -, NH
  • 06/2021 → 09/2021
    Hayes Real Estate
    Nh, NH
  • 09/2017 → 06/2018
    -
    -, NH
  • 06/2020 → 09/2020
    Province Lake Golf Course
    Me, ME
  • 09/2016 → 06/2017
    -
    -, NH
  • 06/2018 → 09/2018
    Dube Plus Construction
    Nh, NH
  • 06/2016 → 09/2016
    Dube Plus Construction
    Nh, NH
  • 09/2018 → 06/2019
    -
    -, NH
  • 03/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2019 → 09/2019
    Brewster Academy
    Nh, NH
  • 09/2022 → 02/2024
    Enterprise (Sales Division)
    Nh, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Derry, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-28

View on SEC IAPD

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