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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Merrimack, NH • 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
Best Fitness Nashua NH 08/2019 03/2020
Nothing But Good Times Merrimack NH 07/2016 03/2017
Pacsun Merrimack NH 03/2017 11/2018
Unemployed Merrimack NH 03/2021 06/2021
The Home Depot Merrimack NH 05/2022 06/2024
Target Somersworth NH 09/2021 05/2022
Digital Federal Credit Union Nashua NH 08/2020 03/2021
Merrimack Parks And Recreation Merrimack NH 06/2021 08/2021
Fidelity Investments Merrimack NH 07/2024 Present
Merrimack Ten Pin Merrimack NH 11/2018 03/2019
Haywards Icecream Merrimack NH 03/2019 08/2019
Unemployed Merrimack NH 03/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 03/2020
    Best Fitness
    Nashua, NH
  • 07/2016 → 03/2017
    Nothing But Good Times
    Merrimack, NH
  • 03/2017 → 11/2018
    Pacsun
    Merrimack, NH
  • 03/2021 → 06/2021
    Unemployed
    Merrimack, NH
  • 05/2022 → 06/2024
    The Home Depot
    Merrimack, NH
  • 09/2021 → 05/2022
    Target
    Somersworth, NH
  • 08/2020 → 03/2021
    Digital Federal Credit Union
    Nashua, NH
  • 06/2021 → 08/2021
    Merrimack Parks And Recreation
    Merrimack, NH
  • 07/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2018 → 03/2019
    Merrimack Ten Pin
    Merrimack, NH
  • 03/2019 → 08/2019
    Haywards Icecream
    Merrimack, NH
  • 03/2020 → 08/2020
    Unemployed
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Merrimack, NH
Other Businesses

OBA-111297|OrgNmn:The State of New Hampshire |Org Addr:Concord ,New Hampsh,US|OBA Nature:Notary Public for the State of|Invst Rel:N|Title:Notary Public for the State of Ne|Duties:Act as a witness to verify identity of people signing documents |StrtDt:03-24-21|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-24
  • S66 Uniform Combined State Law Examination
    2025-01-24

View on SEC IAPD

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