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William Thomson

Strategic Advisers LLC

Westlake, TX

Ponder, 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

Ponder, 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 08/2021 Present
Fuzzy'S Tacos Denton TX 04/2020 11/2020
U.S. Aviation Academy Denton TX 01/2020 04/2021
United States Air Force San Antonio TX 08/2013 12/2019
Doordash Ponder TX 05/2021 08/2021
Uber San Antonio TX 07/2018 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 04/2020 → 11/2020
    Fuzzy'S Tacos
    Denton, TX
  • 01/2020 → 04/2021
    U.S. Aviation Academy
    Denton, TX
  • 08/2013 → 12/2019
    United States Air Force
    San Antonio, TX
  • 05/2021 → 08/2021
    Doordash
    Ponder, TX
  • 07/2018 → 09/2018
    Uber
    San Antonio, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-132988|OrgNmn:Proven Media Solutions|Org Addr:Stephen's ,Virginia,US|OBA Nature:Contributer to a one-time OPED|Invst Rel:N|Title:Contributor |Duties:Contributor to a one-time OPED about Military Veterans in Texas|StrtDt:08-18-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-12
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2023-04-12
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • William Patrick Thomson
  • Will Thomson
  • Fuzz Thomson
  • William Thomson

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
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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