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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

Pearland, 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 Insurance Pearland TX 10/2020 01/2021
Na Pearland TX 05/2020 10/2020
Edward Jones Pearland TX 04/2019 05/2020
Na Pearland TX 09/2018 04/2019
Jp Morgan Chasae San Antonio TX 08/2013 09/2018
Farmers Financial Solutions Llc Pearland TX 01/2021 05/2021
Fidelity Investments Westlake TX 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 01/2021
    Farmers Insurance
    Pearland, TX
  • 05/2020 → 10/2020
    Na
    Pearland, TX
  • 04/2019 → 05/2020
    Pearland, TX
  • 09/2018 → 04/2019
    Na
    Pearland, TX
  • 08/2013 → 09/2018
    Jp Morgan Chasae
    San Antonio, TX
  • 01/2021 → 05/2021
    Farmers Financial Solutions Llc
    Pearland, TX
  • 05/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-06-19 → 2020-05-20
    St Louis, MO
    Tempe, AZ
    Houston, TX
    Pearland, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-17
  • S66 Uniform Combined State Law Examination
    2019-06-17
Other Names
  • Brandon Victor Garcia

View on SEC IAPD

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