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Karli Mae Maddox

Strategic Advisers LLC

Dayton, TX

The Woodlands, 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

Dayton, TX • United States

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • 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
Spark Energy Houston TX 09/2019 05/2021
Verus Financial Houston TX 05/2020 06/2020
San Jacinto Community College Houston TX 05/2016 12/2018
University Of Houston Houston TX 01/2019 05/2021
Fidelity Investments The Wooslands TX 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 05/2021
    Spark Energy
    Houston, TX
  • 05/2020 → 06/2020
    Verus Financial
    Houston, TX
  • 05/2016 → 12/2018
    San Jacinto Community College
    Houston, TX
  • 01/2019 → 05/2021
    University Of Houston
    Houston, TX
  • 06/2021 → Present
    Fidelity Investments
    The Wooslands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-17
S63 Uniform Securities Agent State Law Examination 2022-01-31
  • S66 Uniform Combined State Law Examination
    2023-07-17
  • S63 Uniform Securities Agent State Law Examination
    2022-01-31
Other Names
  • Karli Mae Ripkowski

View on SEC IAPD

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