Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-06
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-06
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Woodland Hills, 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
University Of California Riverside Riverside CA 09/2019 06/2023
Fidelity Investments Woodland Hills CA 05/2024 Present
Uber Woodland Hills CA 07/2021 01/2022
Middle Shool/High School Woodland Hills CA 08/2013 06/2019
Holland Parker Houston TX 07/2023 05/2024
Ralphs Grocery Company West Hills CA 03/2019 08/2020
University Of California Riverside CA 09/2022 06/2023
Culturally Arts Collective Woodland Hills CA 06/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 06/2023
    University Of California Riverside
    Riverside, CA
  • 05/2024 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 07/2021 → 01/2022
    Uber
    Woodland Hills, CA
  • 08/2013 → 06/2019
    Middle Shool/High School
    Woodland Hills, CA
  • 07/2023 → 05/2024
    Holland Parker
    Houston, TX
  • 03/2019 → 08/2020
    Ralphs Grocery Company
    West Hills, CA
  • 09/2022 → 06/2023
    University Of California
    Riverside, CA
  • 06/2022 → 08/2022
    Culturally Arts Collective
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
    Northridge, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Woodland Hills, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor