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Sean Thurmond

Strategic Advisers LLC

Houston, TX

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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

Houston, 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
Charles Schwab And Co., Inc. Westlake TX 06/2019 07/2020
Door Dash Prosper TX 04/2017 10/2020
Full Time Student Lubbock TX 08/2018 01/2019
Lone Star Valet Dallas TX 05/2014 08/2018
Care.cOm Waltham MD 09/2019 12/2019
Shipt Birmingham AL 08/2019 10/2020
Fidelity Investments Westlake TX 10/2020 Present
Texas Tech University Lubbock TX 05/2017 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 07/2020
    Charles Schwab And Co., Inc.
    Westlake, TX
  • 04/2017 → 10/2020
    Door Dash
    Prosper, TX
  • 08/2018 → 01/2019
    Full Time Student
    Lubbock, TX
  • 05/2014 → 08/2018
    Lone Star Valet
    Dallas, TX
  • 09/2019 → 12/2019
    Care.cOm
    Waltham, MD
  • 08/2019 → 10/2020
    Shipt
    Birmingham, AL
  • 10/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2017 → 05/2019
    Texas Tech University
    Lubbock, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-12-09 → 2020-07-10
    Charles Schwab & Co., Inc.
    Fort Worth, TX
    Westlake, TX
Other Businesses

OBA-121939|OrgNmn:Thurmond Capital LLC|Org Addr:Ponder,Texas,US|OBA Nature:Manage single family rental pr|Invst Rel:Y|Title:Sole Proprietor|Duties:maintenance for rental property, collecting and processing rental payments|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Sean Thurmond
  • Sean Flynn Thurmond

View on SEC IAPD

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