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Patrick J Barker

Strategic Advisers LLC

Dallas, TX

Dallas, 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

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States

Dallas, TX • 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, Inc. Seattle WA 07/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/1999 → Present
    Fidelity Brokerage Services, Inc.
    Seattle, WA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Plano, TX
    Dallas, TX
  • 2003-12-01 → 2018-07-13
    Strategic Advisers Llc
    Dallas, TX
    Seattle, WA
Other Businesses

OBA-114112|OrgNmn:Chirst United Methodist Church|Org Addr:Plano ,Texas,US|OBA Nature:Church |Invst Rel:Y|Title:commitee member |Duties:evaulate asset allocation, performance, and fee structure. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-20
S63 Uniform Securities Agent State Law Examination 1999-10-29
  • S66 Uniform Combined State Law Examination
    2003-10-20
  • S63 Uniform Securities Agent State Law Examination
    1999-10-29
Other Names
  • Patrick Barker
  • Patrick Jay Barker

View on SEC IAPD

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7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

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