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Bobbi Jo F Bass

Strategic Advisers LLC

Fort Worth, TX

Fort Worth, 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

2933 West 7Th St., Fort Worth, TX 76107-2221 • United States

Fort Worth, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 12/2020 Present
The Platinum Loft Salon Dba Hair By Bobbi Bass Colleyville TX 02/2020 12/2020
Walgreens Keller TX 03/2020 08/2020
Monat Hanover PA 08/2019 12/2020
Tangled Teased And Tamed Salon Dba Hair By Bobbi Bass Hanover PA 01/2017 01/2020
Schwarzkopf Professional Hanover PA 06/2018 04/2019
Forrester & Friends Studio 18 Jarrettsville MD 12/2010 12/2016
Stitch Fix Fort Worth TX 10/2020 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 02/2020 → 12/2020
    The Platinum Loft Salon Dba Hair By Bobbi Bass
    Colleyville, TX
  • 03/2020 → 08/2020
    Walgreens
    Keller, TX
  • 08/2019 → 12/2020
    Monat
    Hanover, PA
  • 01/2017 → 01/2020
    Tangled Teased And Tamed Salon Dba Hair By Bobbi Bass
    Hanover, PA
  • 06/2018 → 04/2019
    Schwarzkopf Professional
    Hanover, PA
  • 12/2010 → 12/2016
    Forrester & Friends Studio 18
    Jarrettsville, MD
  • 10/2020 → 12/2020
    Stitch Fix
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
Other Businesses

OBA-127105|OrgNmn:Timber Creek High School Athletic Booster Club |Org Addr:Keller,Texas,US|OBA Nature:Athletic Booster club for high|Invst Rel:N|Title:Athletic Booster Club Secretary|Duties:Managing email inbox|StrtDt:02-19-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-10
S63 Uniform Securities Agent State Law Examination 2021-04-16
  • S66 Uniform Combined State Law Examination
    2023-04-10
  • S63 Uniform Securities Agent State Law Examination
    2021-04-16
Other Names
  • Bobbi Jo Forrester Bass
  • Bobbi Jo Forrester
  • Bobbijo Forrester Bass
  • Bobbi Jo Bass

View on SEC IAPD

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INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

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