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Joshua Kane

Strategic Advisers LLC

Westlake, TX

Dallas, 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

One Destiny Way, Westlake, TX 76262-8103 • United States

Dallas, 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
Malibu Aquatics Houston TX 05/2018 09/2021
Cho-Yeh Livingston TX 05/2022 07/2024
Ymca Houston TX 02/2019 06/2019
Amazon Houston TX 05/2021 06/2021
Gamma Phi Beta College Station TX 11/2022 05/2024
Aquatico Houston TX 05/2017 05/2018
Sterling Golf College Station TX 08/2020 03/2021
Levy Restaurants College Station TX 03/2021 10/2023
Life Time Houston TX 06/2019 08/2020
Fidelity Investments Westlake TX 08/2024 Present
Langham Creek High Houston TX 07/2016 07/2020
Traditions Wealth Advisors College Station TX 05/2023 06/2024
Texas A&M University College Station TX 08/2020 05/2024
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 09/2021
    Malibu Aquatics
    Houston, TX
  • 05/2022 → 07/2024
    Cho-Yeh
    Livingston, TX
  • 02/2019 → 06/2019
    Ymca
    Houston, TX
  • 05/2021 → 06/2021
    Amazon
    Houston, TX
  • 11/2022 → 05/2024
    Gamma Phi Beta
    College Station, TX
  • 05/2017 → 05/2018
    Aquatico
    Houston, TX
  • 08/2020 → 03/2021
    Sterling Golf
    College Station, TX
  • 03/2021 → 10/2023
    Levy Restaurants
    College Station, TX
  • 06/2019 → 08/2020
    Life Time
    Houston, TX
  • 08/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2016 → 07/2020
    Langham Creek High
    Houston, TX
  • 05/2023 → 06/2024
    Traditions Wealth Advisors
    College Station, TX
  • 08/2020 → 05/2024
    Texas A&M University
    College Station, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Grapevine, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22

View on SEC IAPD

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