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Inactive

Dakota Soward

Strategic Advisers LLC

Westlake, TX

Denton, 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

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

Denton, 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
Fidelity Investments Westlake TX 05/2021 Present
Rodd & Gunn Dallas TX 10/2019 05/2021
Tommy Bahama Dallas TX 01/2019 11/2019
Adidas Grapevine TX 05/2017 01/2019
Pei Wei Denton TX 06/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 10/2019 → 05/2021
    Rodd & Gunn
    Dallas, TX
  • 01/2019 → 11/2019
    Tommy Bahama
    Dallas, TX
  • 05/2017 → 01/2019
    Adidas
    Grapevine, TX
  • 06/2015 → 05/2017
    Pei Wei
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-07
  • S66 Uniform Combined State Law Examination
    2021-12-07
Other Names
  • Dakota Anthony Soward
  • Dakota Soward

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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