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Troy Keala Lopaka Estacion

Strategic Advisers LLC

Plano, TX

Justin, 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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Justin, 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
Hoods Hawaii Hilo HI 05/2015 10/2017
Flight School Hilo HI 10/2017 04/2018
Independently Contracted Hilo HI 04/2016 04/2019
The Right Flight Services Waipahu HI 04/2019 03/2020
Western Governors University Salt Lake City UT 04/2020 09/2020
Controlpoint Surveying Llc Hilo HI 09/2020 03/2021
Fidelity Investments Westlake TX 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 10/2017
    Hoods Hawaii
    Hilo, HI
  • 10/2017 → 04/2018
    Flight School
    Hilo, HI
  • 04/2016 → 04/2019
    Independently Contracted
    Hilo, HI
  • 04/2019 → 03/2020
    The Right Flight Services
    Waipahu, HI
  • 04/2020 → 09/2020
    Western Governors University
    Salt Lake City, UT
  • 09/2020 → 03/2021
    Controlpoint Surveying Llc
    Hilo, HI
  • 03/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-27
S63 Uniform Securities Agent State Law Examination 2021-07-14
  • S66 Uniform Combined State Law Examination
    2022-04-27
  • S63 Uniform Securities Agent State Law Examination
    2021-07-14

View on SEC IAPD

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