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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Fort Worth, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 09/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-104011|OrgNmn:ALEDO PEDIATRIC DENTISTRY|Org Addr:ALEDO ,Texas,US|OBA Nature:DENTAL OFFICE |Invst Rel:N|Title:CONSULTANT|Duties:CONSULTING/zero compensationthis is my wifes dental practice P&L statments etc|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-58771|OrgNmn:HYPERION, LLC|Org Addr:FORT WORTH,Texas,US|OBA Nature:REAL ESTATE INVESTING |Invst Rel:Y|Title:PARTNER|Duties:NEGOTIATING, PURCHASING, MAINTAINING, PROPERTIES |StrtDt:04-07-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-12
  • S66 Uniform Combined State Law Examination
    2007-12-12
Other Names
  • Russell Lynn Jeanis

View on SEC IAPD

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