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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-13
NV RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-13
  • NV RA
    APPROVED
    Since 2025-03-31

Branch Locations

Henderson, NV • 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
Foothill High School Henderson NV 08/2016 08/2018
Cocotaps Las Vegas NV 05/2021 12/2021
U.S Census Bureau Las Vegas NV 08/2020 11/2020
College Of Southern Nevada Hs South Henderson NV 08/2018 08/2020
Campaign Sign Management Las Vegas NV 08/2022 12/2022
George'S Macbooks Searchlight NV 03/2022 04/2024
Eldorado Canyon Mine Tours Searchlight NV 05/2019 07/2019
Ethel M Chocolates Henderson NV 10/2019 08/2020
University Of Nevada, Las Vegas Henderson NV 08/2020 12/2023
Fidelity Investments Henderson NV 04/2024 Present
Cocotaps Las Vegas NV 08/2023 08/2023
American Chocolate Co Las Vegas NV 12/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2018
    Foothill High School
    Henderson, NV
  • 05/2021 → 12/2021
    Cocotaps
    Las Vegas, NV
  • 08/2020 → 11/2020
    U.S Census Bureau
    Las Vegas, NV
  • 08/2018 → 08/2020
    College Of Southern Nevada Hs South
    Henderson, NV
  • 08/2022 → 12/2022
    Campaign Sign Management
    Las Vegas, NV
  • 03/2022 → 04/2024
    George'S Macbooks
    Searchlight, NV
  • 05/2019 → 07/2019
    Eldorado Canyon Mine Tours
    Searchlight, NV
  • 10/2019 → 08/2020
    Ethel M Chocolates
    Henderson, NV
  • 08/2020 → 12/2023
    University Of Nevada, Las Vegas
    Henderson, NV
  • 04/2024 → Present
    Fidelity Investments
    Henderson, NV
  • 08/2023 → 08/2023
    Cocotaps
    Las Vegas, NV
  • 12/2021 → 12/2021
    American Chocolate Co
    Las Vegas, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Henderson, NV
    Henderson, NV
Other Businesses

OBA-108994|OrgNmn:George's MacBooks|Org Addr:Henderson,Nevada,US|OBA Nature:George's MacBooks is my sole p|Invst Rel:N|Title:Sole Proprietor|Duties:Post and prepare online listings , inventory management, and tech refurbishing/repair. These are all independent of Fidelity work and will be |StrtDt:03-01-22|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-23
S63 Uniform Securities Agent State Law Examination 2024-01-10
  • S66 Uniform Combined State Law Examination
    2024-08-23
  • S63 Uniform Securities Agent State Law Examination
    2024-01-10

View on SEC IAPD

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