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Timothy J Cox

Strategic Advisers LLC

Las Vegas, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Las Vegas, NV • 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 04/2019 10/2020
Unemployed Orange CA 10/2015 10/2016
Masterdrive Of Orange Irvine CA 05/2016 09/2018
Club Z! Tutoring Irvine CA 10/2016 02/2017
Western State College Of Law Irvine CA 03/2017 12/2017
Gvd Commercial Properties Orange CA 06/2018 08/2018
Paladin Financial & Insurance Services Irvine CA 08/2018 09/2018
Western State College Of Law Irvine CA 09/2018 03/2019
M Stevens Wealth Advisors, Llc Costa Mesas CA 10/2020 08/2021
Kingswood Capital Partners San Diego CA 10/2020 08/2021
Fidelity Investments Orange CA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 10/2020
    Edward Jones
    St Louis, MO
  • 10/2015 → 10/2016
    Unemployed
    Orange, CA
  • 05/2016 → 09/2018
    Masterdrive Of Orange
    Irvine, CA
  • 10/2016 → 02/2017
    Club Z! Tutoring
    Irvine, CA
  • 03/2017 → 12/2017
    Western State College Of Law
    Irvine, CA
  • 06/2018 → 08/2018
    Gvd Commercial Properties
    Orange, CA
  • 08/2018 → 09/2018
    Paladin Financial & Insurance Services
    Irvine, CA
  • 09/2018 → 03/2019
    Western State College Of Law
    Irvine, CA
  • 10/2020 → 08/2021
    M Stevens Wealth Advisors, Llc
    Costa Mesas, CA
  • 10/2020 → 08/2021
    Kingswood Capital Partners
    San Diego, CA
  • 09/2021 → Present
    Fidelity Investments
    Orange, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-10-20 → 2021-09-01
    M Stevens Wealth Advisors, Llc
    Las Vegas, NV
  • 2019-06-19 → 2020-10-02
    Edward Jones
    St Louis, MO
    Orange, CA
    Tempe, AZ
    Newport Beach, CA
    Orange, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-17
  • S66 Uniform Combined State Law Examination
    2019-06-17
Other Names
  • Timothy J Cox
  • Timothy Jon Cox
  • Timothy Jon Cox

View on SEC IAPD

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