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Joshua T Watkins

Strategic Advisers LLC

Tulsa, OK

Tulsa, OK

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States

Tulsa, OK • 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 Brokerage Services Llc Westlake TX 05/2018 Present
State Farm Stillwater OK 09/2017 05/2018
Explorer Pipeline Tulsa OK 05/2017 08/2017
O'COlly Advertising Stillwater OK 09/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 09/2017 → 05/2018
    State Farm
    Stillwater, OK
  • 05/2017 → 08/2017
    Explorer Pipeline
    Tulsa, OK
  • 09/2015 → 05/2017
    O'COlly Advertising
    Stillwater, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
Other Businesses

OBA-17635|OrgNmn:Real Estate|Org Addr:Colleyvill,Texas,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Real Estate Agent|Duties:Acting as Agent on Real Estate Transactions in Texas and Oklahoma|StrtDt:01-15-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-07-03
  • S63 Uniform Securities Agent State Law Examination
    2018-07-03
Designations
Other Names
  • Joshua Taylor Watkins

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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