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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

Houston, TX • United States

5322 Fm 1960 Rd W, Houston, TX 77069-4404 • 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
Valic Financial Advisors, Inc. Houston TX 08/2015 11/2019
Fidelity Brokerage Services Llc Houston TX 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 11/2019
    Houston, TX
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2015-10-21 → 2019-12-13
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
Other Businesses

OBA-112744|OrgNmn:Hundred Acre Woods LLC|Org Addr:Houston,Texas,US|OBA Nature:Short term rental|Invst Rel:Y|Title:Owner |Duties:None. Hired property management company to run the day to day operations. |StrtDt:08-14-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-19
S63 Uniform Securities Agent State Law Examination 2015-10-05
  • S65 Uniform Investment Adviser Law Examination
    2015-10-19
  • S63 Uniform Securities Agent State Law Examination
    2015-10-05
Designations

View on SEC IAPD

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