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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

1540 East Southlake Blvd, Southlake, TX 76092-6421 • United States

Argyle, 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
Fidelity Brokerage Services Llc Westlake TX 05/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2004 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Argyle, TX
    Southlake, TX
  • 2006-07-31 → 2018-07-13
    Westlake, TX
Other Businesses

OBA-89094|OrgNmn:Era Education Foundation - Class of 1999 Endowment|Org Addr:Era,Texas,US|OBA Nature:Non-profit endowment created b|Invst Rel:Y|Title:Representative of the Endowment|Duties:Meet twice a year, for a total of one hour for board meetings. |StrtDt:|TotHrs/mon:0.2|TrdHrs/mon:0|OBA-1190|OrgNmn:EOG Resources|Org Addr:Houston,Texas,US|OBA Nature:Oil/Gas Exploration|Invst Rel:Y|Title:Landowner|Duties:Landowner of some property that is being explored for oil/gas in the Barnet Shale.|StrtDt:01-07-10|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-20
S63 Uniform Securities Agent State Law Examination 2005-06-20
  • S66 Uniform Combined State Law Examination
    2006-07-20
  • S63 Uniform Securities Agent State Law Examination
    2005-06-20
Other Names
  • Matt Bullard

View on SEC IAPD

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