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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
  • NH RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Newmarket, NH • 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
Southern Wharf Kitchen Newport RI 06/2021 09/2021
Mcdonalds Londonderry NH 07/2017 07/2018
Full Time Education Windham NH 05/2012 07/2017
New Sea Shai Middletown RI 01/2022 10/2022
Full Time Student Newport RI 11/2020 06/2021
Newport Creamery Middletown RI 09/2020 11/2020
Mosheo Corporation North Kingstown RI 09/2021 01/2022
The Common Man Restaurant Windham NH 06/2020 09/2020
Capri Pizza Windham NH 06/2018 08/2019
Full Time Student Windham NH 08/2019 06/2020
Jpmorgan Chase Bank Middletown RI 05/2022 05/2023
Fidelity Investments Merrimack NH 06/2023 Present
  • 06/2021 → 09/2021
    Southern Wharf Kitchen
    Newport, RI
  • 07/2017 → 07/2018
    Mcdonalds
    Londonderry, NH
  • 05/2012 → 07/2017
    Full Time Education
    Windham, NH
  • 01/2022 → 10/2022
    New Sea Shai
    Middletown, RI
  • 11/2020 → 06/2021
    Full Time Student
    Newport, RI
  • 09/2020 → 11/2020
    Newport Creamery
    Middletown, RI
  • 09/2021 → 01/2022
    Mosheo Corporation
    North Kingstown, RI
  • 06/2020 → 09/2020
    The Common Man Restaurant
    Windham, NH
  • 06/2018 → 08/2019
    Capri Pizza
    Windham, NH
  • 08/2019 → 06/2020
    Full Time Student
    Windham, NH
  • 05/2022 → 05/2023
    Jpmorgan Chase Bank
    Middletown, RI
  • 06/2023 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
S63 Uniform Securities Agent State Law Examination 2024-10-02
  • S66 Uniform Combined State Law Examination
    2025-09-26
  • S63 Uniform Securities Agent State Law Examination
    2024-10-02

View on SEC IAPD

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