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Madison Katherine Loewes

Strategic Advisers LLC

Keller, TX

Southlake, 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

Keller, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Glen Rose Isd Glen Rose TX 12/2010 06/2018
Hammond's Bbq Glen Rose TX 05/2016 05/2018
Texas A&M University College Station TX 06/2018 12/2020
Texas A&M University System College Station TX 03/2019 12/2019
Fidelity Investments Westlake TX 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2010 → 06/2018
    Glen Rose Isd
    Glen Rose, TX
  • 05/2016 → 05/2018
    Hammond's Bbq
    Glen Rose, TX
  • 06/2018 → 12/2020
    Texas A&M University
    College Station, TX
  • 03/2019 → 12/2019
    Texas A&M University System
    College Station, TX
  • 12/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-08
S63 Uniform Securities Agent State Law Examination 2021-04-16
  • S66 Uniform Combined State Law Examination
    2022-11-08
  • S63 Uniform Securities Agent State Law Examination
    2021-04-16
Other Names
  • Madison Katherine Mckinney

View on SEC IAPD

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