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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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Mckinney, 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
Jpmorgan Chase Bank N.A. Columbus OH 09/2018 05/2022
Strategic Advisors Llc Dallas TX 08/2013 05/2018
Fidelity Brokerage Services Llc Westlake TX 09/2011 08/2018
Jpmorgan Securities Llc Columbus OH 09/2018 05/2022
Fidelity Investments Westlake TX 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 05/2022
    Jpmorgan Chase Bank N.A.
    Columbus, OH
  • 08/2013 → 05/2018
    Strategic Advisors Llc
    Dallas, TX
  • 09/2011 → 08/2018
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 09/2018 → 05/2022
    Jpmorgan Securities Llc
    Columbus, OH
  • 05/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-10-18 → 2022-05-31
    Columbus, OH
    Plano, TX
    Plano, TX
    Plano, TX
    Plano, TX
    Plano, TX
    Plano, TX
    Plano, TX
  • 2013-12-05 → 2018-05-25
    Dallas, TX
    Westlake, TX
    Westlake, TX
Other Businesses

OBA-108541|OrgNmn:Legacy Growth Partners LLC DBA Main & Main Advisors |Org Addr:MCKINNEY,Texas,US|OBA Nature:Franchising consulting & devel|Invst Rel:N|Title:I will be listed as a manager of |Duties:My role would be very limited. I am listed as a manager in the LLC, but would be acting passively. |StrtDt:08-01-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-04
S63 Uniform Securities Agent State Law Examination 2012-01-06
  • S66 Uniform Combined State Law Examination
    2013-12-04
  • S63 Uniform Securities Agent State Law Examination
    2012-01-06
Other Names
  • Alexis Evangeline Wright
  • Alexis Evangeline Safie
  • Alexis Safie
  • Alexis E. Safie

View on SEC IAPD

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