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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-16
TX RA APPROVED 2025-04-16
  • NC RA
    APPROVED
    Since 2025-04-16
  • TX RA
    APPROVED
    Since 2025-04-16

Branch Locations

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

Durham, NC • 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
Adwerx Nc NC 02/2020 06/2023
Brooks Brothers Nc NC 02/2014 02/2020
Fidelity Investments Durham NC 05/2024 Present
Drucker + Falk - Woodland Creek Apartments Nc NC 07/2021 Present
Logical Position| Or OR 06/2023 03/2024
Target Corp Durham NC 05/2024 Present
  • 02/2020 → 06/2023
    Adwerx
    Nc, NC
  • 02/2014 → 02/2020
    Brooks Brothers
    Nc, NC
  • 05/2024 → Present
    Fidelity Investments
    Durham, NC
  • 07/2021 → Present
    Drucker + Falk - Woodland Creek Apartments
    Nc, NC
  • 06/2023 → 03/2024
    Logical Position|
    Or, OR
  • 05/2024 → Present
    Target Corp
    Durham, NC
Other Businesses

OBA-130543|OrgNmn:DRUCKER + FALK |Org Addr:DURHAM,North Caro,US|OBA Nature:PROPERTY MANAGEMENT |Invst Rel:N|Title:LEASING PROFESSIONAL |Duties:Respond to resident service requests, maintain resident files with accordance to company policy and provide assistance for other resident and |StrtDt:03-02-26|TotHrs/mon:14|TrdHrs/mon:0|OBA-109816|OrgNmn:Target|Org Addr:Durham,North Caro,US|OBA Nature:General Merchandise Retail Cor|Invst Rel:N|Title:Employee|Duties:Customer order fullfilment, customer service|StrtDt:05-07-24|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-24
  • S66 Uniform Combined State Law Examination
    2025-02-24

View on SEC IAPD

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