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Joseph Luis Samaniego

Strategic Advisers LLC

Fort Worth, TX

Dallas, 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

Fort Worth, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Olive Garden Denton TX 07/2016 03/2020
Fidelity Brokerages Services, Llc Westlake TX 06/2019 08/2019
Fidelity Brokerages Services, Llc Westlake TX 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 03/2020
    Olive Garden
    Denton, TX
  • 06/2019 → 08/2019
    Fidelity Brokerages Services, Llc
    Westlake, TX
  • 04/2020 → Present
    Fidelity Brokerages Services, Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-14
  • S66 Uniform Combined State Law Examination
    2020-08-14
Designations

View on SEC IAPD

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