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Natasha Moses

Strategic Advisers LLC

Westlake, TX

Fort Worth, 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

Fort Worth, 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
Target Corporation Watauga TX 12/2017 06/2021
Panera Bread Watauga TX 05/2016 06/2017
University Of Dallas Business Office Irving TX 09/2019 03/2020
Koupon Media Addison TX 09/2019 12/2019
Fidelity Investments Westlake TX 06/2021 Present
University Of Dallas Irving TX 08/2017 05/2021
Keller Central High School Keller TX 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → 06/2021
    Target Corporation
    Watauga, TX
  • 05/2016 → 06/2017
    Panera Bread
    Watauga, TX
  • 09/2019 → 03/2020
    University Of Dallas Business Office
    Irving, TX
  • 09/2019 → 12/2019
    Koupon Media
    Addison, TX
  • 06/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2017 → 05/2021
    University Of Dallas
    Irving, TX
  • 08/2013 → 05/2017
    Keller Central High School
    Keller, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
S63 Uniform Securities Agent State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2024-11-01
  • S63 Uniform Securities Agent State Law Examination
    2021-12-03
Other Names
  • Natasha Rufus Moses
  • Natasha Moses

View on SEC IAPD

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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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