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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

Grand Prairie, 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 03/2021 Present
Park Village Nails Southlake TX 11/2017 03/2021
Texas State Optical Mansfield TX 07/2016 05/2017
University Of Texas At Arlington Arlington TX 08/2012 05/2021
Self Employed Arlington TX 01/2017 12/2017
Tcc Arlington TX 01/2016 05/2017
Unemployment Arlington TX 03/2020 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2017 → 03/2021
    Park Village Nails
    Southlake, TX
  • 07/2016 → 05/2017
    Texas State Optical
    Mansfield, TX
  • 08/2012 → 05/2021
    University Of Texas At Arlington
    Arlington, TX
  • 01/2017 → 12/2017
    Self Employed
    Arlington, TX
  • 01/2016 → 05/2017
    Tcc
    Arlington, TX
  • 03/2020 → 06/2020
    Unemployment
    Arlington, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-06
S63 Uniform Securities Agent State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2023-06-06
  • S63 Uniform Securities Agent State Law Examination
    2022-03-25
Other Names
  • Liz Le

View on SEC IAPD

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