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Felisa L Rodriguez

Strategic Advisers LLC

Katy, TX

Katy, 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

Katy, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • 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 Investments San Antonio 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 Investments
    San Antonio, TX
  • 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
    Katy, TX
    Katy, TX
  • 2014-06-11 → 2018-07-13
    Strategic Advisers Llc
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-13
S63 Uniform Securities Agent State Law Examination 2011-12-20
  • S65 Uniform Investment Adviser Law Examination
    2014-05-13
  • S63 Uniform Securities Agent State Law Examination
    2011-12-20
Other Names
  • Felisa Rodriguez Lopez
  • Felisa Lopez Rodriguez

View on SEC IAPD

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