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Brock Burkett

Strategic Advisers LLC

Bedford, 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

Bedford, 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 Investments Westlake TX 08/2022 Present
Merrill Lynch Frisco TX 11/2019 08/2022
Tarrant County College Hurst TX 01/2019 11/2019
Hobby Lobby Euless TX 06/2018 12/2018
Full Time Student Bedford TX 01/2012 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2019 → 08/2022
    Merrill Lynch
    Frisco, TX
  • 01/2019 → 11/2019
    Tarrant County College
    Hurst, TX
  • 06/2018 → 12/2018
    Hobby Lobby
    Euless, TX
  • 01/2012 → 06/2018
    Full Time Student
    Bedford, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
  • S66 Uniform Combined State Law Examination
    2023-01-06

View on SEC IAPD

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SCOTT CHRISTOPHER BYRD
JOHN NATHAN TOWERS
DALLAS WADE RAINWATER
Keith Allen Church

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Bedford, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Bedford, TX
MDX WEALTH MANAGEMENT · Bedford, TX
LPL FINANCIAL LLC · Bedford, TX
LPL FINANCIAL LLC · BEDFORD, TX
IAMS WEALTH MANAGEMENT, LLC · Bedford, TX
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · BEDFORD, TX
THRIVENT INVESTMENT MANAGEMENT INC. · BEDFORD, TX

More in Bedford, TX

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