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Josh M Botana

Strategic Advisers LLC

Plano, TX

Plano, 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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Plano, 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 Brokerage Services Llc Westlake TX 08/2018 Present
Netflix/Lunar Mining, Llc Los Angeles CA 10/2017 06/2018
Lyft Los Angeles CA 05/2016 06/2018
Amazon Studio/Sony Pictures Television Los Angeles CA 01/2016 04/2017
Josh Botana Los Angeles CA 05/2016 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 10/2017 → 06/2018
    Netflix/Lunar Mining, Llc
    Los Angeles, CA
  • 05/2016 → 06/2018
    Lyft
    Los Angeles, CA
  • 01/2016 → 04/2017
    Amazon Studio/Sony Pictures Television
    Los Angeles, CA
  • 05/2016 → 06/2018
    Josh Botana
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-25
S63 Uniform Securities Agent State Law Examination 2018-09-26
  • S66 Uniform Combined State Law Examination
    2019-10-25
  • S63 Uniform Securities Agent State Law Examination
    2018-09-26
Designations
Other Names
  • Josh Michael Botana
  • Josh Botana

View on SEC IAPD

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