Peyton Branch

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Lewisville, 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

Organization	City	State	From	To
Ftgu Medical Consulting	Coppell	TX	08/2015	09/2016
Reliance Rcm	Bedford	TX	09/2016	04/2017
University Of North Texas	Denton	TX	04/2017	08/2017
Denton Country Club	Argyle	TX	08/2017	05/2018
Fidelity Investments	Westlake	TX	06/2018	08/2018
University Of North Texas	Denton	TX	08/2018	11/2018
Dimension Data	Plano	TX	11/2018	05/2019
Fidelity Brokerage Services Llc	Westlake	TX	06/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → 09/2016

Ftgu Medical Consulting

Coppell, TX
09/2016 → 04/2017

Reliance Rcm

Bedford, TX
04/2017 → 08/2017

University Of North Texas

Denton, TX
08/2017 → 05/2018

Denton Country Club

Argyle, TX
06/2018 → 08/2018

Fidelity Investments

Westlake, TX
08/2018 → 11/2018

University Of North Texas

Denton, TX
11/2018 → 05/2019

Dimension Data

Plano, TX
06/2019 → Present

Fidelity Brokerage Services Llc

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-09-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-20

S66 Uniform Combined State Law Examination

2019-09-20

Other Names

Peyton Dean Branch
Peyton Branch
Peyton Dean Branch

View on SEC IAPD

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