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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

Cedar Hill, 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 05/2021 Present
Cobalt Robotics San Mateo CA 04/2021 05/2021
Unemployed Cedar Hill TX 01/2021 04/2021
Amazon Seattle WA 05/2020 01/2021
Unemployed Cedar Hill TX 07/2018 05/2020
Gp Mobile Dallas TX 09/2017 07/2018
Unemployed Cedar Hill TX 06/2017 09/2017
Amtel Llc Grapevine TX 02/2015 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 04/2021 → 05/2021
    Cobalt Robotics
    San Mateo, CA
  • 01/2021 → 04/2021
    Unemployed
    Cedar Hill, TX
  • 05/2020 → 01/2021
    Amazon
    Seattle, WA
  • 07/2018 → 05/2020
    Unemployed
    Cedar Hill, TX
  • 09/2017 → 07/2018
    Gp Mobile
    Dallas, TX
  • 06/2017 → 09/2017
    Unemployed
    Cedar Hill, TX
  • 02/2015 → 06/2017
    Amtel Llc
    Grapevine, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Cedar Hill, TX
Other Businesses

OBA-125961|OrgNmn:Door Dash |Org Addr:Dallas,Texas,US|OBA Nature:Delivery Service|Invst Rel:N|Title:Delivery Driver|Duties:Delivery Service|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-04
S63 Uniform Securities Agent State Law Examination 2021-11-02
  • S66 Uniform Combined State Law Examination
    2025-02-04
  • S63 Uniform Securities Agent State Law Examination
    2021-11-02
Other Names
  • Keric Andrew Wynn
  • Keric Wynn

View on SEC IAPD

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