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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-09-04
TX RA APPROVED 2025-09-04
  • NH RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Auburn, NH • 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 Milford NH 01/2020 09/2020
Gwin'S Lodge Cooper Landing AK 07/2022 08/2022
Unemployed Milford NH 01/2017 12/2019
Fidelity Investments Merrimack NH 04/2024 Present
City Of Manchester Public Works Manchester NH 06/2019 08/2019
Exp Realty Llc Portsmouth NH 08/2022 02/2024
Nrt, Llc Coldwell Manchester NH 02/2022 08/2022
Cafe On The Oval Milford NH 09/2020 04/2024
Ruth'S Chris Steakhouse Boston MA 09/2016 12/2016
Gpac Sioux Falls SD 11/2022 02/2023
Sun Tan City Dover NH 03/2018 12/2019
  • 01/2020 → 09/2020
    Unemployed
    Milford, NH
  • 07/2022 → 08/2022
    Gwin'S Lodge
    Cooper Landing, AK
  • 01/2017 → 12/2019
    Unemployed
    Milford, NH
  • 04/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2019 → 08/2019
    City Of Manchester Public Works
    Manchester, NH
  • 08/2022 → 02/2024
    Exp Realty Llc
    Portsmouth, NH
  • 02/2022 → 08/2022
    Nrt, Llc Coldwell
    Manchester, NH
  • 09/2020 → 04/2024
    Cafe On The Oval
    Milford, NH
  • 09/2016 → 12/2016
    Ruth'S Chris Steakhouse
    Boston, MA
  • 11/2022 → 02/2023
    Gpac
    Sioux Falls, SD
  • 03/2018 → 12/2019
    Sun Tan City
    Dover, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-08-14
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-08-14

View on SEC IAPD

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