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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-04
  • RI RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

East Greenwich, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Pitney Bowes Shelton/Hybrid CT 06/2023 08/2023
Urban Air Adventure Parks Orange CT 06/2018 08/2022
Amity Regional High School Woodbridge CT 07/2016 06/2020
Doordash Orange CT 06/2020 06/2020
Fidelity Investments Smithfield RI 06/2024 Present
Asociacion Padel Integra Seville 09/2022 12/2022
Bryant University Smithfield RI 08/2020 05/2024
Gillette Stadium Foxboro MA 04/2021 12/2023
  • 06/2023 → 08/2023
    Pitney Bowes
    Shelton/Hybrid, CT
  • 06/2018 → 08/2022
    Urban Air Adventure Parks
    Orange, CT
  • 07/2016 → 06/2020
    Amity Regional High School
    Woodbridge, CT
  • 06/2020 → 06/2020
    Doordash
    Orange, CT
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2022 → 12/2022
    Asociacion Padel Integra
    Seville
  • 08/2020 → 05/2024
    Bryant University
    Smithfield, RI
  • 04/2021 → 12/2023
    Gillette Stadium
    Foxboro, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-03
S63 Uniform Securities Agent State Law Examination 2024-10-01
  • S66 Uniform Combined State Law Examination
    2026-03-03
  • S63 Uniform Securities Agent State Law Examination
    2024-10-01

View on SEC IAPD

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