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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-16
RI RA APPROVED 2025-06-04
TX RA APPROVED 2025-06-04
  • MA RA
    APPROVED
    Since 2025-06-16
  • RI RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED
    Since 2025-06-04

Branch Locations

Natick, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 - MA 07/2023 01/2024
Craftwherk Productions Boston MA 03/2024 03/2024
Videolink Tampa FL 09/2016 07/2023
Craftwherk Productions Boston MA 01/2024 01/2024
Fidelity Investments Smithfield RI 04/2024 Present
Athleta Llc San Francisco CA 07/2023 03/2024
National Boston Brookline MA 02/2007 09/2016
Bk International Education Consultancy Atlanta GA 10/2023 11/2023
  • 07/2023 → 01/2024
    Unemployed
    -, MA
  • 03/2024 → 03/2024
    Craftwherk Productions
    Boston, MA
  • 09/2016 → 07/2023
    Videolink
    Tampa, FL
  • 01/2024 → 01/2024
    Craftwherk Productions
    Boston, MA
  • 04/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 07/2023 → 03/2024
    Athleta Llc
    San Francisco, CA
  • 02/2007 → 09/2016
    National Boston
    Brookline, MA
  • 10/2023 → 11/2023
    Bk International Education Consultancy
    Atlanta, GA
Other Businesses

OBA-117090|OrgNmn:JiLLTED|Org Addr:Newton,Massachuse,US|OBA Nature:a band that will perform for m|Invst Rel:N|Title:Singer|Duties:Rehearse and sing in front of people|StrtDt:06-01-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2024-07-09
  • S66 Uniform Combined State Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2024-07-09

View on SEC IAPD

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