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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-01
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-01
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States

Hampton, VA • 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
1St Class Real Estate Reserve Yorktown VA 03/2023 03/2024
United States Air Force Langley Afb VA 11/2016 11/2023
Charlotte Hungerford Hospital Torrington CT 06/2015 11/2016
Air National Guard Langley Afb VA 11/2023 Present
The Fresh Market Virginia Beach VA 11/2023 06/2024
Fidelity Investments Virginia Beach VA 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → 03/2024
    1St Class Real Estate Reserve
    Yorktown, VA
  • 11/2016 → 11/2023
    United States Air Force
    Langley Afb, VA
  • 06/2015 → 11/2016
    Charlotte Hungerford Hospital
    Torrington, CT
  • 11/2023 → Present
    Air National Guard
    Langley Afb, VA
  • 11/2023 → 06/2024
    The Fresh Market
    Virginia Beach, VA
  • 07/2024 → Present
    Fidelity Investments
    Virginia Beach, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hampton, VA
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2024-11-26

View on SEC IAPD

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