Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Yorba Linda, CA • 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
Equitable Advisors, Llc La Jolla CA 06/2024 12/2024
Unemployed Yorba Linda CA 12/2014 09/2019
Domino's Yorba Linda CA 09/2019 11/2019
Unemployed Yorba Linda CA 11/2019 06/2020
Doordash Yorba Linda CA 06/2020 06/2022
American Financial Network Brea CA 06/2023 07/2023
Student Amherst MA 08/2020 05/2024
Unemployed Yorba Linda CA 05/2024 06/2024
Fidelity Investments Irvine CA 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → 12/2024
    La Jolla, CA
  • 12/2014 → 09/2019
    Unemployed
    Yorba Linda, CA
  • 09/2019 → 11/2019
    Domino's
    Yorba Linda, CA
  • 11/2019 → 06/2020
    Unemployed
    Yorba Linda, CA
  • 06/2020 → 06/2022
    Doordash
    Yorba Linda, CA
  • 06/2023 → 07/2023
    American Financial Network
    Brea, CA
  • 08/2020 → 05/2024
    Student
    Amherst, MA
  • 05/2024 → 06/2024
    Unemployed
    Yorba Linda, CA
  • 12/2024 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Yorba Linda, CA
    Irvine, CA
  • 2024-10-15 → 2024-12-09
    San Diego, CA
Other Businesses

OBA-127086|OrgNmn:Lacrosse Coaching|Org Addr:Yorba Lind,California,US|OBA Nature:Coaching high school lacrosse |Invst Rel:N|Title:Coach|Duties:Prepare structured lesson plans to help improve the skills of the players|StrtDt:02-02-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
  • S66 Uniform Combined State Law Examination
    2024-10-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irvine, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor