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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-11
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-11
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States

San Francisco, CA • 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
Abraham Lincoln High School San Francisco CA 08/2016 06/2020
Fidelity Investments Mountain View CA 06/2024 Present
Unemployed San Francisco CA 06/2014 09/2020
San Francisco State University San Francisco CA 08/2020 05/2024
Abraham Lincoln High School San Francisco CA 03/2022 06/2024
Footprint Usa San Francisco CA 10/2020 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2020
    Abraham Lincoln High School
    San Francisco, CA
  • 06/2024 → Present
    Fidelity Investments
    Mountain View, CA
  • 06/2014 → 09/2020
    Unemployed
    San Francisco, CA
  • 08/2020 → 05/2024
    San Francisco State University
    San Francisco, CA
  • 03/2022 → 06/2024
    Abraham Lincoln High School
    San Francisco, CA
  • 10/2020 → 06/2024
    Footprint Usa
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
    Mountain View, CA
Other Businesses

OBA-123483|OrgNmn:Tonga Weightlifting Federation|Org Addr:Belmont,California,US|OBA Nature:The Tonga Weightlifting Federa|Invst Rel:N|Title:Head Coach|Duties:Coaching an athlete outside of business hours and occasionally attending competitions to support that athlete. |StrtDt:10-06-25|TotHrs/mon:8|TrdHrs/mon:0|OBA-123602|OrgNmn:Footprint USA|Org Addr:San Franci,California,US|OBA Nature:Omnichannel retailer specializ|Invst Rel:N|Title:Project Team member|Duties:Serving as part of the Project team to work on getting an ERP system up and runnning |StrtDt:09-29-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
  • S66 Uniform Combined State Law Examination
    2024-11-01

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