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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-16
NH RA APPROVED 2025-06-23
TX RA APPROVED 2025-06-23
  • MA RA
    APPROVED
    Since 2026-04-16
  • NH RA
    APPROVED
    Since 2025-06-23
  • TX RA
    APPROVED
    Since 2025-06-23

Branch Locations

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

Manchester, 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
Fidelity Investments Merrimack NH 03/2024 Present
Auto Approve, Llc Plymouth MN 09/2022 03/2024
Unemployed Manchester NH 06/2022 09/2022
Merchant Marketing Services Usa Naples FL 05/2013 06/2022
H&R Block Manchester NH 01/2016 04/2022
  • 03/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2022 → 03/2024
    Auto Approve, Llc
    Plymouth, MN
  • 06/2022 → 09/2022
    Unemployed
    Manchester, NH
  • 05/2013 → 06/2022
    Merchant Marketing Services Usa
    Naples, FL
  • 01/2016 → 04/2022
    H&R Block
    Manchester, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-20
S63 Uniform Securities Agent State Law Examination 2024-06-18
  • S66 Uniform Combined State Law Examination
    2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2024-06-18

View on SEC IAPD

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