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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
DC RA APPROVED 2025-06-17
MD RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • DC RA
    APPROVED
    Since 2025-06-17
  • MD RA
    APPROVED
    Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Washington, DC • 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
Iq Ad Agency Vinings GA 05/2018 11/2018
Dental Whale Sunrise FL 06/2021 03/2022
Production Assistant - Film Industry Atlanta GA 09/2017 11/2018
Blue Eyes Entertainment Buford GA 09/2023 05/2024
Apogee Financial Sandy Springs GA 05/2024 08/2024
University Of Georgia Athens GA 08/2013 05/2017
Fidelity Investments Bethesda MD 09/2024 Present
Cinder Lighting & Grip Atlanta GA 05/2022 07/2023
Unemployed Powder Springs GA 05/2017 09/2017
Unemployed Marietta GA 04/2021 06/2021
The Mullings Group Delray Beach FL 12/2018 04/2021
Remmele Films Marietta GA 01/2022 08/2024
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 11/2018
    Iq Ad Agency
    Vinings, GA
  • 06/2021 → 03/2022
    Dental Whale
    Sunrise, FL
  • 09/2017 → 11/2018
    Production Assistant - Film Industry
    Atlanta, GA
  • 09/2023 → 05/2024
    Blue Eyes Entertainment
    Buford, GA
  • 05/2024 → 08/2024
    Apogee Financial
    Sandy Springs, GA
  • 08/2013 → 05/2017
    University Of Georgia
    Athens, GA
  • 09/2024 → Present
    Fidelity Investments
    Bethesda, MD
  • 05/2022 → 07/2023
    Cinder Lighting & Grip
    Atlanta, GA
  • 05/2017 → 09/2017
    Unemployed
    Powder Springs, GA
  • 04/2021 → 06/2021
    Unemployed
    Marietta, GA
  • 12/2018 → 04/2021
    The Mullings Group
    Delray Beach, FL
  • 01/2022 → 08/2024
    Remmele Films
    Marietta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Washington, DC
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
  • S66 Uniform Combined State Law Examination
    2024-08-01

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