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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-24
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-24
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Ladera Ranch, 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
Pelican Hill Newport Beach CA 07/2023 12/2023
Tesoro High School Mission Viejo CA 12/2018 06/2020
Handels Ice Cream Rsm CA 06/2023 07/2023
Handels Ice Cream Newport Beach CA 12/2021 06/2023
Lake Forest High School -Lake Forest CA 03/2014 10/2019
Lori Openshaw Newport Beach CA 07/2022 08/2023
University Of California, Irvine Mission Viejo CA 06/2020 12/2021
Fidelity Investments Mission Viejo CA 07/2024 Present
Acceleron Law, Fred Hasani Newport Beach CA 08/2023 10/2023
Lexi Bozsa Costa Mesa CA 12/2023 07/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 12/2023
    Pelican Hill
    Newport Beach, CA
  • 12/2018 → 06/2020
    Tesoro High School
    Mission Viejo, CA
  • 06/2023 → 07/2023
    Handels Ice Cream
    Rsm, CA
  • 12/2021 → 06/2023
    Handels Ice Cream
    Newport Beach, CA
  • 03/2014 → 10/2019
    Lake Forest High School
    -Lake Forest, CA
  • 07/2022 → 08/2023
    Lori Openshaw
    Newport Beach, CA
  • 06/2020 → 12/2021
    University Of California, Irvine
    Mission Viejo, CA
  • 07/2024 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 08/2023 → 10/2023
    Acceleron Law, Fred Hasani
    Newport Beach, CA
  • 12/2023 → 07/2024
    Lexi Bozsa
    Costa Mesa, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ladera Ranch, CA
    Mission Viejo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
  • S66 Uniform Combined State Law Examination
    2024-12-18
Other Names
  • Sarah M Javorsky
  • Sarah Marie Javorsky

View on SEC IAPD

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