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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

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Tomball, 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
River Homes New Roads LA 06/2021 07/2021
Unique Cuisine Catering Baton Rouge LA 11/2019 07/2021
Price Leblanc Toyota/Lexus Baton Rouge LA 09/2018 01/2019
Lake Charles Toyota Lake Charles LA 02/2017 01/2018
Alfred M. Barbe Highschool Lake Charles LA 08/2013 05/2017
Louisiana State University Baton Rouge LA 08/2017 05/2021
Fidelity Investments Westlake TX 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 07/2021
    River Homes
    New Roads, LA
  • 11/2019 → 07/2021
    Unique Cuisine Catering
    Baton Rouge, LA
  • 09/2018 → 01/2019
    Price Leblanc Toyota/Lexus
    Baton Rouge, LA
  • 02/2017 → 01/2018
    Lake Charles Toyota
    Lake Charles, LA
  • 08/2013 → 05/2017
    Alfred M. Barbe Highschool
    Lake Charles, LA
  • 08/2017 → 05/2021
    Louisiana State University
    Baton Rouge, LA
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
S63 Uniform Securities Agent State Law Examination 2022-02-24
  • S66 Uniform Combined State Law Examination
    2022-10-14
  • S63 Uniform Securities Agent State Law Examination
    2022-02-24
Other Names
  • Dylan Travis Landry

View on SEC IAPD

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