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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-10
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • United States

One North Lasalle Street, Chicago, IL 60602-3902 • 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
The Vanguard Group, Inc. Dallas TX 09/2021 01/2023
Jk Financial Of Texas Llc (Agency) - National Life Group Irving TX 09/2019 09/2021
Communities In Schools Dallas TX 08/2018 12/2019
Hillstone Restaurant Group Dallas TX 12/2016 03/2019
Spice In The City Dallas TX 11/2016 12/2016
University Of Texas At Arlington Arlington TX 08/2016 05/2018
Pl Financial, Llc Sunnyvale TX 05/2021 09/2021
Self Employed Dallas TX 03/2021 05/2022
Fidelity Investments Westlake TX 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 01/2023
    The Vanguard Group, Inc.
    Dallas, TX
  • 09/2019 → 09/2021
    Jk Financial Of Texas Llc (Agency) - National Life Group
    Irving, TX
  • 08/2018 → 12/2019
    Communities In Schools
    Dallas, TX
  • 12/2016 → 03/2019
    Hillstone Restaurant Group
    Dallas, TX
  • 11/2016 → 12/2016
    Spice In The City
    Dallas, TX
  • 08/2016 → 05/2018
    University Of Texas At Arlington
    Arlington, TX
  • 05/2021 → 09/2021
    Pl Financial, Llc
    Sunnyvale, TX
  • 03/2021 → 05/2022
    Self Employed
    Dallas, TX
  • 02/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2022-01-03 → 2023-02-01
    Malvern, PA
Other Businesses

OBA-130807|OrgNmn:Limones Properties|Org Addr:Sunnyvale,Texas,US|OBA Nature:Remodeling and home renovation|Invst Rel:Y|Title:Property Manager |Duties:managing property and cordinating with contractors on renovations |StrtDt:06-01-26|TotHrs/mon:15|TrdHrs/mon:0|OBA-96240|OrgNmn:PL Financial|Org Addr:Sunnyvale,Texas,US|OBA Nature:Running some real estate inves|Invst Rel:Y|Title:Landlord|Duties:managing rental property. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-29
  • S66 Uniform Combined State Law Examination
    2021-12-29
Other Names
  • Paloma Itzell Limones
  • Paloma Limones

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