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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

Northlake, 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
Wells Fargo Clearing Services, Llc Irving TX 04/2012 04/2021
Fidelity Investments Westlake TX 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → 04/2021
    Irving, TX
  • 04/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2021-01-14 → 2021-04-27
    Fort Worth, TX
    Coppell, TX
    Fort Worth, TX
    Irving, TX
Other Businesses

OBA-110869|OrgNmn:rental properties in LLC|Org Addr:Flower Mou,Texas,US|OBA Nature:rental properties|Invst Rel:Y|Title:owner and managing member|Duties:owner and managing member|StrtDt:07-26-24|TotHrs/mon:1|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-14
S63 Uniform Securities Agent State Law Examination 2020-01-21
  • S66 Uniform Combined State Law Examination
    2021-01-14
  • S63 Uniform Securities Agent State Law Examination
    2020-01-21
Other Names
  • Pat Prabhakar

View on SEC IAPD

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