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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

Mckinney, 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
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2015 08/2021
Northwestern Mutual Investment Services, Llc. Allen TX 09/2015 08/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2017 08/2021
Broadpath Tucson AZ 08/2021 04/2022
Fidelity Investments Westlake TX 05/2022 Present
Doordash Tucson AZ 03/2022 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 08/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2015 → 08/2021
    Northwestern Mutual Investment Services, Llc.
    Allen, TX
  • 03/2017 → 08/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2021 → 04/2022
    Broadpath
    Tucson, AZ
  • 05/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2022 → 05/2022
    Doordash
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2012-02-21 → 2012-12-13
    Pride Insurance And Investments, Llc
    Mckinney, TX
  • 2011-01-24 → 2011-12-31
    Pride Insurance And Investments, Llc
    Mckinney, TX
  • 2010-01-15 → 2010-12-31
    Pride Insurance And Investments, Llc
    Mckinney, TX
  • 2005-01-01 → 2009-12-31
    Pride Insurance And Investments, Llc
    Mckinney, TX
  • 2003-01-16 → 2004-09-27
    Dallas, TX
  • 2002-07-31 → 2002-12-03
    Richardson, TX
Other Businesses

OBA-110662|OrgNmn:IMBELOV Enterprises, LLC|Org Addr:McKinney,Texas,US|OBA Nature:Real Estate Management, Consul|Invst Rel:Y|Title:Director|Duties:Contact properties owners and secure a price to purchase real estate. Enter into agreements with contractors to rehab the property. Work with |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-113467|OrgNmn:McKinney Park, Rec, and Open Space Advisory Board|Org Addr:McKinney,Texas,US|OBA Nature:Advises City Council on matter|Invst Rel:N|Title:Board Member Parks and Rec Open S|Duties:Board member that works to improve the city of McKinney and their use of Parks, Trails, and Open Spaces. Votes to submit to city council to ap|StrtDt:10-01-25|TotHrs/mon:2|TrdHrs/mon:0|OBA-68535|OrgNmn:Self-employed|Org Addr:McKinney,Texas,US|OBA Nature:author, coaching, consultant|Invst Rel:N|Title:Sole Proprietor|Duties:Writing, Editing, and publishing|StrtDt:05-09-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-68534|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Scheduling and delivery servic|Invst Rel:N|Title:Independent Contractor|Duties:accept delivery orders, pickup from businesses and promptly and efficiently drop off at consumers home/business|StrtDt:05-09-22|TotHrs/mon:40|TrdHrs/mon:0|OBA-68532|OrgNmn:Inteletravel|Org Addr:McKinney,Texas,US|OBA Nature:Independent Travel Agency |Invst Rel:N|Title:Independent Contractor|Duties:Fact-find, research, quote, schedule and enroll in travel related activities for consumers. Payments are made to my travel business by Intelet|StrtDt:05-09-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
S63 Uniform Securities Agent State Law Examination 2015-11-30
S65 Uniform Investment Adviser Law Examination 2004-09-24
  • S66 Uniform Combined State Law Examination
    2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2015-11-30
  • S65 Uniform Investment Adviser Law Examination
    2004-09-24
Other Names
  • Osiola Henderson
  • Osiola Madrill Henderson

View on SEC IAPD

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