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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-30
TX RA APPROVED 2025-10-27
  • FL RA
    APPROVED
    Since 2025-10-30
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
World Polymers Consulting Longwood FL 02/2021 11/2022
Fidelity Investments Jacksonville FL 06/2023 08/2023
Full Time Education Longwood FL 06/2014 05/2024
Fidelity Investments Jacksonville FL 06/2024 Present
Unlimited Welding Inc Winter Springs FL 07/2021 06/2023
  • 02/2021 → 11/2022
    World Polymers Consulting
    Longwood, FL
  • 06/2023 → 08/2023
    Fidelity Investments
    Jacksonville, FL
  • 06/2014 → 05/2024
    Full Time Education
    Longwood, FL
  • 06/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2021 → 06/2023
    Unlimited Welding Inc
    Winter Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    2024-09-18

View on SEC IAPD

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