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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

Grapevine, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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 09/2018 Present
Trulucks Steak And Seafood Southlake TX 02/2015 08/2017
Town Hearth Dallas TX 09/2017 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 02/2015 → 08/2017
    Trulucks Steak And Seafood
    Southlake, TX
  • 09/2017 → 09/2018
    Town Hearth
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-22
S63 Uniform Securities Agent State Law Examination 2018-12-11
  • S66 Uniform Combined State Law Examination
    2020-01-22
  • S63 Uniform Securities Agent State Law Examination
    2018-12-11
Other Names
  • Keyanna Farhoudi

View on SEC IAPD

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