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Darius Allen

Strategic Advisers LLC

Southlake, TX

Carrollton, 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

1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States

Carrollton, 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 Brokerage Services Llc Westlake TX 01/2016 03/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2019
Newport Group Securities, Inc Lake Mary FL 07/2019 12/2020
Newport Group, Inc Walnut Creek CA 07/2019 12/2020
Columbia Southern University Dallas TX 03/2019 07/2019
Fidelity Investments Westlake TX 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 03/2019
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → 03/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2019 → 12/2020
    Newport Group Securities, Inc
    Lake Mary, FL
  • 07/2019 → 12/2020
    Newport Group, Inc
    Walnut Creek, CA
  • 03/2019 → 07/2019
    Columbia Southern University
    Dallas, TX
  • 01/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-07-13 → 2019-03-14
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-10-10 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
S63 Uniform Securities Agent State Law Examination 2016-02-26
  • S66 Uniform Combined State Law Examination
    2016-09-30
  • S63 Uniform Securities Agent State Law Examination
    2016-02-26
Other Names
  • Darius Mark Allen

View on SEC IAPD

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Other Investors

MERRY LYN BAGWELL
Brian Howard
SzeSze Fertitta
JOHN SCOTT WICKE
OWEN FRED GARTRELL
RAEANN MARIE SARSFIELD
Qlirim Dauti
HOUSTON L RICHARDS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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