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Lionel Claxton

Strategic Advisers LLC

Fort Worth, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Brokerage Services Llc Westlake TX 07/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2012 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-9861|OrgNmn:Barbara Claxton Music, The Dirty Shirley's Band|Org Addr:Fort Worth,Texas,US|OBA Nature:Music performances|Invst Rel:N|Title:Musician|Duties:Musician, promoter, manager|StrtDt:06-08-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-25
  • S66 Uniform Combined State Law Examination
    1999-08-25
Other Names
  • Lionel Sans Claxton
  • Lionel Sans Claxton
  • Lionel Sans Claxton
  • Lionel Sans Claxton
  • Lionel Sans Claxton
  • Lionel Sans Claxton

View on SEC IAPD

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