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Joshua Coursey

Strategic Advisers LLC

Royse City, 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

Royse City, 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 Investments Westlake TX 07/2020 Present
First Convenience Bank Rockwall TX 01/2019 07/2020
University Of North Texas Denton TX 08/2016 05/2020
Target Rowlett TX 11/2018 01/2019
Uber Rockwall TX 08/2018 11/2018
Walmart Denton TX 08/2017 08/2018
Walmart Royse City TX 05/2017 08/2017
Walmart Denton TX 02/2017 05/2017
Unemployed Forney TX 08/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2019 → 07/2020
    First Convenience Bank
    Rockwall, TX
  • 08/2016 → 05/2020
    University Of North Texas
    Denton, TX
  • 11/2018 → 01/2019
    Target
    Rowlett, TX
  • 08/2018 → 11/2018
    Uber
    Rockwall, TX
  • 08/2017 → 08/2018
    Walmart
    Denton, TX
  • 05/2017 → 08/2017
    Walmart
    Royse City, TX
  • 02/2017 → 05/2017
    Walmart
    Denton, TX
  • 08/2016 → 02/2017
    Unemployed
    Forney, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
S63 Uniform Securities Agent State Law Examination 2020-11-13
  • S66 Uniform Combined State Law Examination
    2022-05-26
  • S63 Uniform Securities Agent State Law Examination
    2020-11-13
Other Names
  • Joshua Abel Coursey

View on SEC IAPD

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Jeremiah Raymond Hipo
Aleah D Powell
Houston Tullos
Savannah Rose Bur
Wendy Lee Adkins

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Royse City, TX
MWA FINANCIAL SERVICES INC. · Royse City, TX
EDWARD JONES · ROYSE CITY, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Fate, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Caddo Mills, TX
EDWARD JONES · ROCKWALL, TX
EDWARD JONES · ROCKWALL, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockwall, TX

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