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David Trca

Strategic Advisers LLC

Durham, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-30
TX RA APPROVED 2026-01-30
  • NC RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2026-01-30

Branch Locations

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

Raleigh, 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
Unemployed Lynchburg VA 08/2019 05/2020
Unemployed Prague 04/2014 06/2018
Liberty University Lynchburg VA 08/2021 05/2022
Student Lynchburg VA 08/2019 05/2023
Unemployed Lynchburg VA 08/2020 05/2021
Koa Hill City SD 06/2018 09/2018
Amazon Waukegan IL 05/2020 08/2020
Love Africa Mission Ridgeway VA 05/2021 08/2021
Pya Waltman Capital Llc Knoxville TN 05/2022 08/2022
Jim The Handyman Lynchburg VA 09/2023 04/2024
Twin Lakes Bible Camp Manson IA 05/2019 08/2019
Cc Labor Llc Lynchburg VA 05/2023 06/2024
Unemployed Deerfield IL 09/2018 02/2019
Reachglobal Minneapolis MN 02/2019 04/2019
Fidelity Investments Durham NC 06/2024 Present
Oakwood Country Club Lynchburg VA 08/2022 05/2024
Auburnlea Catering South Boston VA 02/2022 04/2024
  • 08/2019 → 05/2020
    Unemployed
    Lynchburg, VA
  • 04/2014 → 06/2018
    Unemployed
    Prague
  • 08/2021 → 05/2022
    Liberty University
    Lynchburg, VA
  • 08/2019 → 05/2023
    Student
    Lynchburg, VA
  • 08/2020 → 05/2021
    Unemployed
    Lynchburg, VA
  • 06/2018 → 09/2018
    Koa
    Hill City, SD
  • 05/2020 → 08/2020
    Amazon
    Waukegan, IL
  • 05/2021 → 08/2021
    Love Africa Mission
    Ridgeway, VA
  • 05/2022 → 08/2022
    Pya Waltman Capital Llc
    Knoxville, TN
  • 09/2023 → 04/2024
    Jim The Handyman
    Lynchburg, VA
  • 05/2019 → 08/2019
    Twin Lakes Bible Camp
    Manson, IA
  • 05/2023 → 06/2024
    Cc Labor Llc
    Lynchburg, VA
  • 09/2018 → 02/2019
    Unemployed
    Deerfield, IL
  • 02/2019 → 04/2019
    Reachglobal
    Minneapolis, MN
  • 06/2024 → Present
    Fidelity Investments
    Durham, NC
  • 08/2022 → 05/2024
    Oakwood Country Club
    Lynchburg, VA
  • 02/2022 → 04/2024
    Auburnlea Catering
    South Boston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-29
S63 Uniform Securities Agent State Law Examination 2024-09-11
  • S66 Uniform Combined State Law Examination
    2026-01-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-11

View on SEC IAPD

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