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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-27
TX RA APPROVED 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-27

Branch Locations

Long Beach, CA • 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
Claros Italian Market La Habra CA 05/2016 10/2018
Starbucks Brea CA 10/2018 07/2021
Prudential Orange CA 03/2024 01/2025
Fidelity Investments Sacramento CA 11/2025 Present
Starbucks Chico CA 07/2021 08/2024
Starbucks Torrance CA 08/2024 10/2025
  • 05/2016 → 10/2018
    Claros Italian Market
    La Habra, CA
  • 10/2018 → 07/2021
    Starbucks
    Brea, CA
  • 03/2024 → 01/2025
    Prudential
    Orange, CA
  • 11/2025 → Present
    Fidelity Investments
    Sacramento, CA
  • 07/2021 → 08/2024
    Starbucks
    Chico, CA
  • 08/2024 → 10/2025
    Starbucks
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-13
  • S66 Uniform Combined State Law Examination
    2024-07-13
Other Names
  • Joshua Robert Dodds

View on SEC IAPD

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