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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Winter Park, FL • 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 Orlando FL 06/2021 08/2021
Unemployed Orlando FL 05/2024 07/2024
Orange County Public Schools Orlando FL 08/2021 05/2024
Harry'S Seafood Bar & Grille Tallahassee FL 01/2016 09/2019
Fidelity Investments Altamonte Springs FL 07/2024 Present
Unemployed Tallahassee FL 05/2020 08/2020
Leon County Public Schools Tallahassee FL 08/2016 06/2020
Osceola County Public Schools Kissimmee FL 08/2020 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 08/2021
    Unemployed
    Orlando, FL
  • 05/2024 → 07/2024
    Unemployed
    Orlando, FL
  • 08/2021 → 05/2024
    Orange County Public Schools
    Orlando, FL
  • 01/2016 → 09/2019
    Harry'S Seafood Bar & Grille
    Tallahassee, FL
  • 07/2024 → Present
    Fidelity Investments
    Altamonte Springs, FL
  • 05/2020 → 08/2020
    Unemployed
    Tallahassee, FL
  • 08/2016 → 06/2020
    Leon County Public Schools
    Tallahassee, FL
  • 08/2020 → 06/2021
    Osceola County Public Schools
    Kissimmee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winter Park, FL
    Altamonte Springs, FL
Other Businesses

OBA-111222|OrgNmn:Board & Boujee, LLC|Org Addr:Orlando,Florida,US|OBA Nature:Board & Boujee is a charcuteri|Invst Rel:N|Title:Sole Proprietor|Duties:Sending estimates and invoices for requested events, designing and creating charcuterie boards and grazing tables|StrtDt:07-22-24|TotHrs/mon:10|TrdHrs/mon:0|OBA-111249|OrgNmn:Board & Boujee, LLC|Org Addr:Orlando,Florida,US|OBA Nature:Board & Boujee is a charcuteri|Invst Rel:N|Title:Sole Proprietor|Duties:sending estimates and invoices, creating and designing charcuterie boards and grazing tables, hosting an occasional pop up event|StrtDt:07-22-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22

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