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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-05
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-06-05
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Costa Mesa, CA • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • 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
Victoria'S Secret Ca CA 09/2018 02/2019
Wells Fargo Ca CA 06/2019 01/2022
Jpmorgan Chase Ca CA 02/2023 02/2024
Crossroads Trading Ca CA 02/2019 06/2019
Starbucks Company Ca CA 08/2016 09/2018
Citi Bank Ca CA 03/2022 02/2023
Adriana Gallardo Ca CA 01/2022 03/2022
Anthropologie Ca CA 10/2018 01/2019
Costa Mesa High School Ca CA 09/2013 06/2017
Fidelity Investments Irvine CA 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 02/2019
    Victoria'S Secret
    Ca, CA
  • 06/2019 → 01/2022
    Wells Fargo
    Ca, CA
  • 02/2023 → 02/2024
    Jpmorgan Chase
    Ca, CA
  • 02/2019 → 06/2019
    Crossroads Trading
    Ca, CA
  • 08/2016 → 09/2018
    Starbucks Company
    Ca, CA
  • 03/2022 → 02/2023
    Citi Bank
    Ca, CA
  • 01/2022 → 03/2022
    Adriana Gallardo
    Ca, CA
  • 10/2018 → 01/2019
    Anthropologie
    Ca, CA
  • 09/2013 → 06/2017
    Costa Mesa High School
    Ca, CA
  • 03/2024 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Costa Mesa, CA
    Irvine, CA
Other Businesses

OBA-117206|OrgNmn:Escape Pilates Studio|Org Addr:Costa Mesa,California,US|OBA Nature:Pilates Studio |Invst Rel:N|Title:Student Teacher |Duties:Flexible to my schedule, I can complete hours of observation on my own time on the weekend or after hours during the week. |StrtDt:03-15-25|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2024-09-18
Other Names
  • Diana Salinas Reyes
  • Diana Salinas

View on SEC IAPD

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