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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

405 N Lamar Blvd, Austin, TX 78703-5409 • United States

Austin, 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 09/2021 Present
Multiview Irving TX 01/2021 09/2021
Uber Plano TX 11/2020 09/2021
Elixir Power Solutions Irving TX 09/2020 01/2021
Foundations Lounge College Station TX 02/2019 04/2020
Braindead Brewing Dallas TX 06/2018 08/2018
Pizza Getti Nevada TX 06/2018 08/2018
Texas A&M University College Station TX 06/2017 08/2017
Favor Bryan TX 10/2018 03/2019
Unemployment Not Applicable TX 05/2020 09/2020
Grand Heritage Hoa Lavon TX 05/2018 07/2018
Texas A&M University Collee Station TX 08/2016 05/2020
Texas A&M University College Station TX 07/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2021 → 09/2021
    Multiview
    Irving, TX
  • 11/2020 → 09/2021
    Uber
    Plano, TX
  • 09/2020 → 01/2021
    Elixir Power Solutions
    Irving, TX
  • 02/2019 → 04/2020
    Foundations Lounge
    College Station, TX
  • 06/2018 → 08/2018
    Braindead Brewing
    Dallas, TX
  • 06/2018 → 08/2018
    Pizza Getti
    Nevada, TX
  • 06/2017 → 08/2017
    Texas A&M University
    College Station, TX
  • 10/2018 → 03/2019
    Favor
    Bryan, TX
  • 05/2020 → 09/2020
    Unemployment
    Not Applicable, TX
  • 05/2018 → 07/2018
    Grand Heritage Hoa
    Lavon, TX
  • 08/2016 → 05/2020
    Texas A&M University
    Collee Station, TX
  • 07/2018 → 08/2018
    Texas A&M University
    College Station, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-25
  • S66 Uniform Combined State Law Examination
    2022-02-25

View on SEC IAPD

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