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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-30
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-04-30
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Shoreline, WA • 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
Jam Academy Music School Woodinville WA 01/2020 03/2020
Sole Proprietor / Self Employed Bellingham WA 05/2014 09/2019
The Loft Restaurant Bellingham WA 01/2017 02/2017
Reid Immel Music, Llc Bellingham WA 06/2018 07/2020
Brassworks Usa Ferndale WA 02/2017 09/2018
School Of Rock Issaqua WA 09/2019 07/2023
Northwestern University Remote/Seattle WA 05/2022 11/2022
4/4 School Of Music Newcastle WA 12/2020 04/2024
Fidelity Investments Lynnwood WA 05/2024 Present
Music & Arts | Renton WA 10/2019 11/2021
Queen Anne Dispatch Seattle WA 08/2022 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 03/2020
    Jam Academy Music School
    Woodinville, WA
  • 05/2014 → 09/2019
    Sole Proprietor / Self Employed
    Bellingham, WA
  • 01/2017 → 02/2017
    The Loft Restaurant
    Bellingham, WA
  • 06/2018 → 07/2020
    Reid Immel Music, Llc
    Bellingham, WA
  • 02/2017 → 09/2018
    Brassworks Usa
    Ferndale, WA
  • 09/2019 → 07/2023
    School Of Rock
    Issaqua, WA
  • 05/2022 → 11/2022
    Northwestern University
    Remote/Seattle, WA
  • 12/2020 → 04/2024
    4/4 School Of Music
    Newcastle, WA
  • 05/2024 → Present
    Fidelity Investments
    Lynnwood, WA
  • 10/2019 → 11/2021
    Music & Arts |
    Renton, WA
  • 08/2022 → 04/2024
    Queen Anne Dispatch
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lynnwood, WA
    Shoreline, WA
Other Businesses

OBA-123138|OrgNmn:n/a|Org Addr:Shoreline,Washington,US|OBA Nature:Selling random used things fro|Invst Rel:N|Title:n/a |Duties:No "required" duties: Listing used items from around the house, shipping used items. |StrtDt:09-01-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-13
  • S66 Uniform Combined State Law Examination
    2024-08-13

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