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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

20465 Exchange St, Ashburn, VA 20147-5940 • United States

Ashburn, VA • 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
Massmutual Richmond VA 04/2023 03/2024
Topgolf Ashburn VA 09/2019 10/2020
Fidelity Investments Ashburn VA 04/2024 Present
Topgolf Richmond VA 10/2020 04/2023
Unemployed Ashburn VA 09/2013 09/2019
Strategic Advisers Llc Boston MA 03/2025 Present
  • 04/2023 → 03/2024
    Massmutual
    Richmond, VA
  • 09/2019 → 10/2020
    Topgolf
    Ashburn, VA
  • 04/2024 → Present
    Fidelity Investments
    Ashburn, VA
  • 10/2020 → 04/2023
    Topgolf
    Richmond, VA
  • 09/2013 → 09/2019
    Unemployed
    Ashburn, VA
  • 03/2025 → Present
    Boston, MA
Previous Registrations
  • 2025-01-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ashburn, VA
    Ashburn, VA
Other Businesses

OBA-125832|OrgNmn:TCGPlayer online store|Org Addr:Ashburn,Virginia,US|OBA Nature:Listing my personal trading ca|Invst Rel:N|Title:Seller|Duties:Listing cards for sale online, and then |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-13
  • S66 Uniform Combined State Law Examination
    2024-12-13

View on SEC IAPD

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