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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-17
NC RA APPROVED 2025-04-09
  • TX RA
    APPROVED_RES
    Since 2025-04-17
  • NC RA
    APPROVED
    Since 2025-04-09

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 05/2024 Present
At&T Raleigh NC 06/2016 10/2022
Sigma Xi Durham NC 10/2022 09/2023
Unemployed Durham NC 10/2023 03/2024
Robert Half Chapel Hill, Apex, Raleigh NC 03/2024 05/2024
Olmaz Jewelers Chapel Hill NC 04/2024 06/2024
Penmac Spaces Raleigh NC 03/2022 04/2022
  • 05/2024 → Present
    Fidelity Investments
    Durham, NC
  • 06/2016 → 10/2022
    At&T
    Raleigh, NC
  • 10/2022 → 09/2023
    Sigma Xi
    Durham, NC
  • 10/2023 → 03/2024
    Unemployed
    Durham, NC
  • 03/2024 → 05/2024
    Robert Half
    Chapel Hill, Apex, Raleigh, NC
  • 04/2024 → 06/2024
    Olmaz Jewelers
    Chapel Hill, NC
  • 03/2022 → 04/2022
    Penmac Spaces
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14

View on SEC IAPD

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