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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St. Augustine, 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
-Unemployed -N/A OH 08/2021 02/2022
Unemployed -Visakhapatnam 01/2018 06/2018
University Of Dayton Recplex Dayton OH 05/2023 08/2023
-Objectwin Technology India Pvt Ltd -Bengaluru 05/2017 12/2017
University Of Dayton Campus Ministry Dayton OH 05/2022 07/2022
Univeristy Of Dayton Dayton OH 02/2022 05/2022
Fitz Center For Leadership In Community Dayton OH 08/2022 12/2023
Fidelity Investments Jacksonville FL 03/2024 Present
-Unemployed St. Augustine FL 12/2023 03/2024
-Dreamer Trading Ll -Al Nahda 06/2018 07/2021
-Full Time Education -N/A 06/2013 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 02/2022
    -Unemployed
    -N/A, OH
  • 01/2018 → 06/2018
    Unemployed
    -Visakhapatnam
  • 05/2023 → 08/2023
    University Of Dayton Recplex
    Dayton, OH
  • 05/2017 → 12/2017
    -Objectwin Technology India Pvt Ltd
    -Bengaluru
  • 05/2022 → 07/2022
    University Of Dayton Campus Ministry
    Dayton, OH
  • 02/2022 → 05/2022
    Univeristy Of Dayton
    Dayton, OH
  • 08/2022 → 12/2023
    Fitz Center For Leadership In Community
    Dayton, OH
  • 03/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 12/2023 → 03/2024
    -Unemployed
    St. Augustine, FL
  • 06/2018 → 07/2021
    -Dreamer Trading Ll
    -Al Nahda
  • 06/2013 → 04/2017
    -Full Time Education
    -N/A
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Augustine, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07

View on SEC IAPD

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