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Dave Mohammed

Strategic Advisers LLC

Dickinson, 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

Dickinson, 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
Cuna Mutual Group Waverly IA 07/2013 10/2023
Cuna Brokerage Services, Inc Waverly IA 07/2013 10/2023
Fidelity Investments Waverly TX 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 10/2023
    Cuna Mutual Group
    Waverly, IA
  • 07/2013 → 10/2023
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 10/2023 → Present
    Fidelity Investments
    Waverly, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2013-08-20 → 2023-10-17
    Trustage Investment Management
    Madison, WI
    League City, TX
  • 2013-08-13 → 2013-08-20
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Frisco, TX
    Waverly, IA
    League City, TX
    Madison, WI
  • 2008-07-11 → 2013-07-29
    Principal Securities, Inc.
    Houston, TX
    Houston, TX
    Des Moines, IA
  • 2008-03-18 → 2008-07-02
    Lpl Financial Llc
    Rancho Palos Verdes, CA
    San Diego, CA
    Rancho Palos Verdes, CA
  • 2001-09-04 → 2008-03-07
    Valic Financial Advisors, Inc.
    Los Alamitos, CA
    Woodland Hills, CA
    Glendale, CA
Other Businesses

OBA-103217|OrgNmn:DMoh Property Mangement, LLC|Org Addr:League Cit,Texas,US|OBA Nature:Manage Rental Property|Invst Rel:Y|Title:Manager/Owner|Duties:manage rental property owned|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-30
S63 Uniform Securities Agent State Law Examination 1998-01-30
  • S65 Uniform Investment Adviser Law Examination
    2001-07-30
  • S63 Uniform Securities Agent State Law Examination
    1998-01-30
Other Names
  • Dave Mohammed
  • Afraz Dave Mohammed

View on SEC IAPD

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