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James Tracy Lusk

Strategic Advisers LLC

Highland Village, TX

Westlake, 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

Highland Village, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 12/2018 Present
Carvana Frisco TX 07/2018 12/2018
West Oak Coffee Roasters Denton TX 10/2017 07/2018
Kimzey's Coffee Argyle TX 12/2016 10/2017
West Oak Coffee Bar Denton TX 05/2016 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → 12/2018
    Carvana
    Frisco, TX
  • 10/2017 → 07/2018
    West Oak Coffee Roasters
    Denton, TX
  • 12/2016 → 10/2017
    Kimzey's Coffee
    Argyle, TX
  • 05/2016 → 11/2016
    West Oak Coffee Bar
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-01
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2021-09-01
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Other Names
  • James Tracy Lusk
  • Jim Tracy Lusk
  • James Lusk

View on SEC IAPD

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