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Kaleb Boehm

Strategic Advisers LLC

Westlake, TX

Sherman, 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

Sherman, 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
Pfs Investments Inc. Allen TX 08/2018 10/2023
Primerica Financial Services Allen TX 03/2018 10/2023
Walmart Paris TX 05/2015 10/2018
Grayson College Denison TX 06/2015 12/2016
Clayton Homes Bonham TX 10/2018 03/2019
Texoma Country Pools And Spas Sherman TX 04/2019 07/2020
Uber Driver Fort Worth TX 07/2020 06/2023
Fidelity Investments Westlake TX 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 10/2023
    Pfs Investments Inc.
    Allen, TX
  • 03/2018 → 10/2023
    Primerica Financial Services
    Allen, TX
  • 05/2015 → 10/2018
    Walmart
    Paris, TX
  • 06/2015 → 12/2016
    Grayson College
    Denison, TX
  • 10/2018 → 03/2019
    Clayton Homes
    Bonham, TX
  • 04/2019 → 07/2020
    Texoma Country Pools And Spas
    Sherman, TX
  • 07/2020 → 06/2023
    Uber Driver
    Fort Worth, TX
  • 10/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-15
S63 Uniform Securities Agent State Law Examination 2019-01-26
  • S66 Uniform Combined State Law Examination
    2024-02-15
  • S63 Uniform Securities Agent State Law Examination
    2019-01-26
Other Names
  • Kaleb Chase Boehm
  • Kaleb Boehm
  • Kaleb C Boehm

View on SEC IAPD

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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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