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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

New York, NY • 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
Nike Inc. Grapevine TX 02/2017 07/2017
Nike Inc. Grapevine TX 01/2018 07/2018
Guaranty Bank & Trust Denton TX 12/2018 05/2019
Penske Truck Leasing And Rental Fort Worth TX 01/2019 05/2019
Fidelity Brokerage Services Llc Westlake TX 06/2019 Present
Unemployed Denton TX 08/2017 12/2017
Unemployed Denton TX 08/2018 12/2018
Unemployed Denton TX 01/2007 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 07/2017
    Nike Inc.
    Grapevine, TX
  • 01/2018 → 07/2018
    Nike Inc.
    Grapevine, TX
  • 12/2018 → 05/2019
    Guaranty Bank & Trust
    Denton, TX
  • 01/2019 → 05/2019
    Penske Truck Leasing And Rental
    Fort Worth, TX
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 08/2017 → 12/2017
    Unemployed
    Denton, TX
  • 08/2018 → 12/2018
    Unemployed
    Denton, TX
  • 01/2007 → 12/2017
    Unemployed
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-29
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2020-06-29
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Designations
Other Names
  • Julius Hayes Combes
  • Julius Combes

View on SEC IAPD

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