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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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Plano, 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
Td Ameritrade Southlake TX 06/2020 12/2020
Asset Living Campus Denton TX 02/2017 06/2020
Fuzzy's Restaurant Denton TX 08/2016 03/2018
University Of North Texas Denton TX 08/2016 08/2020
Asset Living Denton TX 08/2016 12/2020
Fidelity Investments Grapevine TX 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 12/2020
    Td Ameritrade
    Southlake, TX
  • 02/2017 → 06/2020
    Asset Living Campus
    Denton, TX
  • 08/2016 → 03/2018
    Fuzzy's Restaurant
    Denton, TX
  • 08/2016 → 08/2020
    University Of North Texas
    Denton, TX
  • 08/2016 → 12/2020
    Asset Living
    Denton, TX
  • 12/2020 → Present
    Fidelity Investments
    Grapevine, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grapevine, TX
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-04
S63 Uniform Securities Agent State Law Examination 2021-05-19
  • S66 Uniform Combined State Law Examination
    2024-11-04
  • S63 Uniform Securities Agent State Law Examination
    2021-05-19

View on SEC IAPD

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