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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States

Norman, 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
Edward Jones St Louis MO 09/2018 11/2021
Norman Youth Soccer Association Norman OK 06/2016 03/2018
Norman North High School Norman OK 02/2017 06/2018
Pat Filinto Cpa Esq Norman OK 06/2015 07/2018
University Of Oklahoma Norman OK 05/2015 05/2018
Unemployed Norman OK 07/2018 09/2018
Fidelity Investments Oklahoma City OK 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 11/2021
    St Louis, MO
  • 06/2016 → 03/2018
    Norman Youth Soccer Association
    Norman, OK
  • 02/2017 → 06/2018
    Norman North High School
    Norman, OK
  • 06/2015 → 07/2018
    Pat Filinto Cpa Esq
    Norman, OK
  • 05/2015 → 05/2018
    University Of Oklahoma
    Norman, OK
  • 07/2018 → 09/2018
    Unemployed
    Norman, OK
  • 11/2021 → Present
    Fidelity Investments
    Oklahoma City, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nichols Hills, OK
  • 2018-11-16 → 2021-11-05
    Norman, OK
    St Louis, MO
    Bethany, OK
    Norman, OK
    Norman, OK
    Norman, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-15
  • S66 Uniform Combined State Law Examination
    2018-11-15
Other Names
  • Ashton Dewayne Bray

View on SEC IAPD

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