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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-23
GA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-23
  • GA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Alpharetta, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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
National Life Group Through A.P.O.GEe Financial Partners Montpelier VT 07/2023 08/2023
Hilltop Grille Athens GA 07/2021 05/2024
Fidelity Investments Alpharetta GA 06/2024 Present
Doordash Delivery Driver Self-Employed Irmo SC 07/2020 01/2024
Unemployed Irmo SC 06/2020 07/2020
South Georgia State College Douglas GA 08/2019 05/2020
Classic City Eats Watkinsville GA 09/2020 06/2021
Unemployed Irmo SC 06/2014 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 08/2023
    National Life Group Through A.P.O.GEe Financial Partners
    Montpelier, VT
  • 07/2021 → 05/2024
    Hilltop Grille
    Athens, GA
  • 06/2024 → Present
    Fidelity Investments
    Alpharetta, GA
  • 07/2020 → 01/2024
    Doordash Delivery Driver Self-Employed
    Irmo, SC
  • 06/2020 → 07/2020
    Unemployed
    Irmo, SC
  • 08/2019 → 05/2020
    South Georgia State College
    Douglas, GA
  • 09/2020 → 06/2021
    Classic City Eats
    Watkinsville, GA
  • 06/2014 → 07/2019
    Unemployed
    Irmo, SC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
    Alpharetta, GA
Other Businesses

OBA-130954|OrgNmn:Furniture Flipping|Org Addr:Alpharetta,Georgia,US|OBA Nature:I thrift and flip furniture as|Invst Rel:N|Title:Sole Proprietor|Duties:Painting, sanding, staining and repairing furniture. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2024-09-30

View on SEC IAPD

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