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Payton Mccubbin

Strategic Advisers LLC

Westlake, TX

Justin, 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

Justin, 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
Farmers Cooperative Beatrice NE 08/2021 08/2022
Futuresone Lincoln NE 02/2019 08/2022
Texas Roadhouse Lincoln NE 09/2018 08/2022
Dick's Sporting Goods Lincoln NE 08/2017 09/2018
Lawn Pros Beatrice NE 04/2017 04/2020
3Twenty3 Sports Beatrice NE 07/2015 07/2017
University Of Nebraska - Lincoln Lincoln NE 08/2016 12/2020
Fidelity Investments Westlake TX 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 08/2022
    Farmers Cooperative
    Beatrice, NE
  • 02/2019 → 08/2022
    Futuresone
    Lincoln, NE
  • 09/2018 → 08/2022
    Texas Roadhouse
    Lincoln, NE
  • 08/2017 → 09/2018
    Dick's Sporting Goods
    Lincoln, NE
  • 04/2017 → 04/2020
    Lawn Pros
    Beatrice, NE
  • 07/2015 → 07/2017
    3Twenty3 Sports
    Beatrice, NE
  • 08/2016 → 12/2020
    University Of Nebraska - Lincoln
    Lincoln, NE
  • 09/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-21
S63 Uniform Securities Agent State Law Examination 2023-04-20
  • S66 Uniform Combined State Law Examination
    2023-11-21
  • S63 Uniform Securities Agent State Law Examination
    2023-04-20
Other Names
  • Payton J Mccubbin
  • Payton Mccubbin

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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