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Joshua Ambrose Sulak

Strategic Advisers LLC

Grand Prairie, TX

Westlake, 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

Grand Prairie, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 06/2021 Present
Aerotek Hanover MD 01/2021 06/2021
St. Mark The Evangelist Catholic Church Plano TX 09/2019 12/2020
Frisco Chrysler Dodge Jeep Ram Frisco TX 03/2019 05/2019
Keller Williams Dfw Preferred Coppell TX 03/2018 03/2019
Dallas/Plano Marriott At Legacy Center Plano TX 06/2017 03/2018
University Of North Texas Denton TX 05/2019 05/2020
University Of North Texas Denton TX 05/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2021 → 06/2021
    Aerotek
    Hanover, MD
  • 09/2019 → 12/2020
    St. Mark The Evangelist Catholic Church
    Plano, TX
  • 03/2019 → 05/2019
    Frisco Chrysler Dodge Jeep Ram
    Frisco, TX
  • 03/2018 → 03/2019
    Keller Williams Dfw Preferred
    Coppell, TX
  • 06/2017 → 03/2018
    Dallas/Plano Marriott At Legacy Center
    Plano, TX
  • 05/2019 → 05/2020
    University Of North Texas
    Denton, TX
  • 05/2016 → 06/2017
    University Of North Texas
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-15
S63 Uniform Securities Agent State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2022-10-15
  • S63 Uniform Securities Agent State Law Examination
    2021-11-08
Other Names
  • Joshua Ambrose Sulak
  • Joshua Sulak

View on SEC IAPD

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