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Timothy Wells

Strategic Advisers LLC

Spring, TX

Houston, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Spring, TX • United States

5322 Fm 1960 Rd W, Houston, TX 77069-4404 • 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
The Vanguard Group, Inc. Malvern PA 03/2021 01/2022
Bank Of Oklahoma Financial Tulsa OK 06/2018 02/2021
Wells Fargo Bank, Na Martinez GA 03/2012 06/2018
Garden Oaks Church Of Christ Houston TX 01/2022 01/2022
Fidelity Investments Charlotte NC 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 01/2022
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2018 → 02/2021
    Bank Of Oklahoma Financial
    Tulsa, OK
  • 03/2012 → 06/2018
    Wells Fargo Bank, Na
    Martinez, GA
  • 01/2022 → 01/2022
    Garden Oaks Church Of Christ
    Houston, TX
  • 01/2022 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-66570|OrgNmn:GARDEN OAKS CHURCH OF CHRIST|Org Addr:HOUSTON,Texas,US|OBA Nature:CHURCH (RELIGIOUS ORGANIZATION|Invst Rel:N|Title:Independent Contractor|Duties:teach bible classes and support church activities|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-126000|OrgNmn:The Infinite Executive|Org Addr:Spring,Texas,US|OBA Nature:Coaching|Invst Rel:N|Title:Sole Proprietor|Duties:Professional Services: Coaching/Consulting|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-14
S63 Uniform Securities Agent State Law Examination 2021-05-24
  • S66 Uniform Combined State Law Examination
    2022-03-14
  • S63 Uniform Securities Agent State Law Examination
    2021-05-24
Other Names
  • Timothy Wells
  • Timothy Derrell Wells

View on SEC IAPD

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