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Karlee Jo Hale

Strategic Advisers LLC

Justin, TX

Westlake, 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 2025-06-26
  • TX RA
    APPROVED
    Since 2025-06-26

Branch Locations

Justin, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Tiaa Frisco TX 03/2021 05/2025
Physique 57 Dubai Dubai 07/2014 11/2019
Unemployed Flower Mound TX 12/2019 12/2019
Sister Stem Co. Aledo TX 01/2020 11/2023
Tiaa Bank Lewisville TX 08/2020 02/2021
Smart Barre Cityview Fort Worth TX 01/2020 03/2020
The Pilatesbarre Dallas TX 02/2020 08/2020
Smart Barre Camp Bowie Fort Worth TX 01/2020 03/2020
Fidelity Investments Westlake TX 05/2025 Present
  • 03/2021 → 05/2025
    Tiaa
    Frisco, TX
  • 07/2014 → 11/2019
    Physique 57 Dubai
    Dubai
  • 12/2019 → 12/2019
    Unemployed
    Flower Mound, TX
  • 01/2020 → 11/2023
    Sister Stem Co.
    Aledo, TX
  • 08/2020 → 02/2021
    Tiaa Bank
    Lewisville, TX
  • 01/2020 → 03/2020
    Smart Barre Cityview
    Fort Worth, TX
  • 02/2020 → 08/2020
    The Pilatesbarre
    Dallas, TX
  • 01/2020 → 03/2020
    Smart Barre Camp Bowie
    Fort Worth, TX
  • 05/2025 → Present
    Fidelity Investments
    Westlake, TX
Other Businesses

OBA-130299|OrgNmn:Hale & Hearty Play Co|Org Addr:Justin,Texas,US|OBA Nature:Blog for Active Playroom Setup|Invst Rel:N|Title:Sole Proprietor|Duties:Posting Blogs Articles with affiliate marketing for active play solutions, posting on pinterest|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
S63 Uniform Securities Agent State Law Examination 2021-04-19
  • S66 Uniform Combined State Law Examination
    2025-06-25
  • S63 Uniform Securities Agent State Law Examination
    2021-04-19
Other Names
  • Karlee J Kautz
  • Karlee Kautz
  • Karlee Hale
  • Karlee Jo Kautz

View on SEC IAPD

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