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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-16
TX RA APPROVED 2026-01-16
  • CA RA
    APPROVED
    Since 2026-01-16
  • TX RA
    APPROVED
    Since 2026-01-16

Branch Locations

Long Beach, CA • United States

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • 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
Fidelity Investments El Segundo CA 04/2024 04/2025
Mufg Union Bank Manhattan Beach CA 12/2020 05/2023
Unemployed Long Beach CA 04/2025 10/2025
Fidelity Investments Torrance CA 10/2025 Present
Millikan High School Long Beach CA 01/2016 06/2020
Us Bank Manhattan Beach CA 05/2023 04/2024
Long Beach City College Long Beach CA 01/2020 01/2024
  • 04/2024 → 04/2025
    Fidelity Investments
    El Segundo, CA
  • 12/2020 → 05/2023
    Mufg Union Bank
    Manhattan Beach, CA
  • 04/2025 → 10/2025
    Unemployed
    Long Beach, CA
  • 10/2025 → Present
    Fidelity Investments
    Torrance, CA
  • 01/2016 → 06/2020
    Millikan High School
    Long Beach, CA
  • 05/2023 → 04/2024
    Us Bank
    Manhattan Beach, CA
  • 01/2020 → 01/2024
    Long Beach City College
    Long Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-30
S63 Uniform Securities Agent State Law Examination 2025-07-29
  • S66 Uniform Combined State Law Examination
    2025-12-30
  • S63 Uniform Securities Agent State Law Examination
    2025-07-29

View on SEC IAPD

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