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Donavon Sammons

Strategic Advisers LLC

Rosharon, 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

Rosharon, 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 Investments Institutional Services Company, Inc. Westlake TX 08/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → Present
    Fidelity Investments Institutional Services Company, Inc.
    Westlake, 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
    Missouri City, TX
    Westlake, TX
  • 2016-07-20 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
    Sugar Land, TX
  • 2013-08-21 → 2014-08-18
    Strategic Advisers Llc
    Westlake, TX
  • 2011-12-05 → 2013-07-25
    Edward Jones
    Maryland Heights, MO
    Maryland Heights, MO
    Dallas, TX
Other Businesses

OBA-14879|OrgNmn:ayce Anthony Investments LLC, DBA Jayce Anthony Homes|Org Addr:Missouri C,Texas,US|OBA Nature:Residential home construction|Invst Rel:Y|Title:Owner/Member|Duties:Work with General Contractor to ensure proper construction of homes and all necessary activities.|StrtDt:03-25-20|TotHrs/mon:3|TrdHrs/mon:0|OBA-9514|OrgNmn:USATF|Org Addr:Austin,Texas,US|OBA Nature:Athletics|Invst Rel:N|Title:Umpire/Official|Duties:Officiate Track and Field events from High School to Professional.|StrtDt:02-22-16|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-02
  • S66 Uniform Combined State Law Examination
    2011-12-02
Other Names
  • Donavon Rashad Sammons

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Rosharon, TX

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