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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-30
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-04-30
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Arlington, VA • United States

4000 Wilson Blvd, Arlington, VA 22203-2088 • 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
Fidelity Investments Arlington VA 07/2024 Present
The Lucky Knot Leesburg VA 08/2019 08/2020
Pearlz Oyster Bar Columbia SC 01/2023 05/2024
Kitty Hawk Kites Duck NC 05/2022 08/2022
Unemployed Columbia SC 05/2024 07/2024
Loudoun School Of Ballet Leesburg VA 06/2021 08/2021
University Of South Carolina Columbia SC 08/2020 05/2024
Loudoun County Public Schools Leesburg VA 09/2007 06/2020
Fidelity Investments Arlington VA 06/2023 08/2023
Club Pilates Ashburn VA 05/2021 01/2022
Tory Burch Leesburg VA 11/2020 01/2021
Barre & Pointe Leesburg VA 08/2017 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2024 → Present
    Fidelity Investments
    Arlington, VA
  • 08/2019 → 08/2020
    The Lucky Knot
    Leesburg, VA
  • 01/2023 → 05/2024
    Pearlz Oyster Bar
    Columbia, SC
  • 05/2022 → 08/2022
    Kitty Hawk Kites
    Duck, NC
  • 05/2024 → 07/2024
    Unemployed
    Columbia, SC
  • 06/2021 → 08/2021
    Loudoun School Of Ballet
    Leesburg, VA
  • 08/2020 → 05/2024
    University Of South Carolina
    Columbia, SC
  • 09/2007 → 06/2020
    Loudoun County Public Schools
    Leesburg, VA
  • 06/2023 → 08/2023
    Fidelity Investments
    Arlington, VA
  • 05/2021 → 01/2022
    Club Pilates
    Ashburn, VA
  • 11/2020 → 01/2021
    Tory Burch
    Leesburg, VA
  • 08/2017 → 08/2019
    Barre & Pointe
    Leesburg, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2024-10-04
Other Names
  • Alice M Pugh
  • Alice Pugh

View on SEC IAPD

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