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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 03/2024 Present
Lenovo Morrisville NC 02/2024 03/2024
Greene Resources Raleigh NC 09/2023 01/2024
Abrigo Raleigh NC 02/2021 09/2023
Archivesocial Durham NC 06/2018 02/2021
Best Buy Durham NC 09/2011 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Durham, NC
  • 02/2024 → 03/2024
    Lenovo
    Morrisville, NC
  • 09/2023 → 01/2024
    Greene Resources
    Raleigh, NC
  • 02/2021 → 09/2023
    Abrigo
    Raleigh, NC
  • 06/2018 → 02/2021
    Archivesocial
    Durham, NC
  • 09/2011 → 09/2020
    Best Buy
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Other Businesses

OBA-130293|OrgNmn:Instagram and TikTok Brand Ambassador |Org Addr:Raleigh,North Caro,US|OBA Nature:Creates and posts promotional |Invst Rel:N|Title:Social Media Ambassador|Duties:Creates and shares content on social media platforms on behalf of third-party companies and brands to promote awareness of their products and |StrtDt:07-08-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-109566|OrgNmn:Amazon|Org Addr:Raleigh,North Caro,US|OBA Nature:I am an amazon associate. I ha|Invst Rel:N|Title:Amazon Associate|Duties:I share links to purchases with the hope to make a comission |StrtDt:06-01-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-108122|OrgNmn:Amway Vitality Essentials |Org Addr:Raleigh,North Caro,US|OBA Nature:ecommerce business |Invst Rel:N|Title:Independent Business Owner|Duties:Customer Calls|StrtDt:02-03-24|TotHrs/mon:3|TrdHrs/mon:0|OBA-127300|OrgNmn:Elmwood Subdivision |Org Addr:Raleigh,North Caro,US|OBA Nature:Home Owners Association|Invst Rel:N|Title: Community Association Liaison|Duties:I report any violations of the HOA such as trashcans left on the street past the weekend following pickup, unmanaged yards, improper parking i|StrtDt:02-01-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2024-09-04

View on SEC IAPD

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