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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

One Destiny Way, Westlake, TX 76262-8103 • United States

Haltom City, 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
Dillard'S Distribution Center Fort Worth TX 06/2017 08/2017
Dillard'S Distribution Center Fort Worth TX 06/2018 08/2018
Dillard'S Distribution Center Fort Worth TX 06/2019 06/2019
Unemployed Haltom City TX 03/2011 06/2017
Unemployed Haltom City TX 08/2017 06/2018
Chipotle Mexican Grill Austin TX 09/2018 05/2020
Fidelity Investments Westlake TX 03/2021 Present
St. Edward'S University Austin TX 08/2017 06/2020
High School Haltom City TX 08/2013 05/2017
Unemployed Haltom City TX 06/2020 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Dillard'S Distribution Center
    Fort Worth, TX
  • 06/2018 → 08/2018
    Dillard'S Distribution Center
    Fort Worth, TX
  • 06/2019 → 06/2019
    Dillard'S Distribution Center
    Fort Worth, TX
  • 03/2011 → 06/2017
    Unemployed
    Haltom City, TX
  • 08/2017 → 06/2018
    Unemployed
    Haltom City, TX
  • 09/2018 → 05/2020
    Chipotle Mexican Grill
    Austin, TX
  • 03/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2017 → 06/2020
    St. Edward'S University
    Austin, TX
  • 08/2013 → 05/2017
    High School
    Haltom City, TX
  • 06/2020 → 03/2021
    Unemployed
    Haltom City, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-27
S63 Uniform Securities Agent State Law Examination 2021-07-13
  • S66 Uniform Combined State Law Examination
    2022-05-27
  • S63 Uniform Securities Agent State Law Examination
    2021-07-13

View on SEC IAPD

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