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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

New Caney, 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
Equitable Advisors, Llc Houston TX 12/2020 01/2021
Fast Track Marketing New Caney TX 04/2019 12/2020
Luxurious Travels, Llc New Caney TX 01/2019 04/2019
Mendoza Marketing Porter TX 02/2015 09/2018
The University Of Texas At Austin Austin TX 06/2014 08/2019
Waddell & Reed, Inc Houston TX 03/2021 07/2021
James Barnett Houston TX 03/2021 07/2021
Fast Track Marketing, Llc Porter TX 01/2021 07/2021
Various Insurance Carriers For W&R Insurance Agencies Kingwood TX 03/2021 07/2021
Lpl Financial Llc Houston TX 07/2021 10/2023
Fidelity Investments Westlake TX 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → 01/2021
    Equitable Advisors, Llc
    Houston, TX
  • 04/2019 → 12/2020
    Fast Track Marketing
    New Caney, TX
  • 01/2019 → 04/2019
    Luxurious Travels, Llc
    New Caney, TX
  • 02/2015 → 09/2018
    Mendoza Marketing
    Porter, TX
  • 06/2014 → 08/2019
    The University Of Texas At Austin
    Austin, TX
  • 03/2021 → 07/2021
    Waddell & Reed, Inc
    Houston, TX
  • 03/2021 → 07/2021
    James Barnett
    Houston, TX
  • 01/2021 → 07/2021
    Fast Track Marketing, Llc
    Porter, TX
  • 03/2021 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Kingwood, TX
  • 07/2021 → 10/2023
    Houston, TX
  • 10/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Kingwood, TX
  • 2021-07-21 → 2023-12-12
    Katy, TX
    Edmond, OK
  • 2021-03-20 → 2021-07-21
    Waddell & Reed
    Edmond, OK
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-19
  • S66 Uniform Combined State Law Examination
    2021-03-19
Other Names
  • Victor Rogelio Mendoza
  • Victor Mendoza

View on SEC IAPD

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