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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

One Destiny Way, Westlake, TX 76262-8103 • United States

Plano, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chamberlains Steak & Chop House Addison TX 02/2009 10/2019
Axa Advisors, Llc New York City NY 07/2016 03/2019
Fidelity Brokerage Services, Llc Westlake TX 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2009 → 10/2019
    Chamberlains Steak & Chop House
    Addison, TX
  • 07/2016 → 03/2019
    Axa Advisors, Llc
    New York City, NY
  • 10/2019 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-20
S63 Uniform Securities Agent State Law Examination 2016-12-08
  • S66 Uniform Combined State Law Examination
    2019-12-20
  • S63 Uniform Securities Agent State Law Examination
    2016-12-08
Other Names
  • Talyta S Azevedo
  • Talyta Sena Azevedo
  • Talyta Azevedo
  • Talyta Sena Simbeck

View on SEC IAPD

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