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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

Midlothian, 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
Stephen F. Austin State University Nacogdoches TX 01/2016 05/2019
Cartridge World Nacogdoches TX 03/2017 08/2017
Stephen F. Austin State University Athletics Nacogdoches TX 03/2016 01/2019
Fidelity Brokerage Services Llc Westlake TX 06/2019 12/2019
Fedex Longview TX 12/2016 12/2016
Fedex Longview TX 12/2017 12/2017
Ameriprise Financial Services, Inc. Tyler TX 01/2020 02/2021
Fidelity Brokerage Services Llc Westlake TX 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 05/2019
    Stephen F. Austin State University
    Nacogdoches, TX
  • 03/2017 → 08/2017
    Cartridge World
    Nacogdoches, TX
  • 03/2016 → 01/2019
    Stephen F. Austin State University Athletics
    Nacogdoches, TX
  • 06/2019 → 12/2019
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 12/2016 → 12/2016
    Fedex
    Longview, TX
  • 12/2017 → 12/2017
    Fedex
    Longview, TX
  • 01/2020 → 02/2021
    Ameriprise Financial Services, Inc.
    Tyler, TX
  • 03/2021 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-65655|OrgNmn:TikTok|Org Addr:Los Angele,California,US|OBA Nature:Social Media|Invst Rel:N|Title:Creator|Duties:Make Videos on non-periodic basis|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-10
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2020-07-10
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Other Names
  • Joshua Paul Benson
  • Joshua Benson

View on SEC IAPD

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