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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

Irving, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 08/2024 Present
Greathearts Irving Upper School Irving TX 07/2021 06/2024
Unemployed Irving TX 06/2024 07/2024
Unemployed Irving TX 06/2021 07/2021
Sandler Law Group Llc Dallas TX 08/2020 06/2021
Unemployed Irving TX 05/2020 08/2020
Candeo Schools Peoria Peoria AZ 07/2019 05/2020
Unemployed Irving TX 05/2019 07/2019
University Of Dallas Irving TX 09/2018 05/2019
Cistercian Preparatory School Irving TX 06/2018 08/2018
Cistercian Preparatory School Irving TX 12/2017 01/2018
North Hills Preparatory School Irving TX 09/2017 12/2017
Black, Mann & Graham Llp Dallas TX 05/2017 08/2017
University Of Dallas Irving TX 08/2015 12/2016
University Of Dallas Irving TX 08/2015 05/2019
  • 08/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2021 → 06/2024
    Greathearts Irving Upper School
    Irving, TX
  • 06/2024 → 07/2024
    Unemployed
    Irving, TX
  • 06/2021 → 07/2021
    Unemployed
    Irving, TX
  • 08/2020 → 06/2021
    Sandler Law Group Llc
    Dallas, TX
  • 05/2020 → 08/2020
    Unemployed
    Irving, TX
  • 07/2019 → 05/2020
    Candeo Schools Peoria
    Peoria, AZ
  • 05/2019 → 07/2019
    Unemployed
    Irving, TX
  • 09/2018 → 05/2019
    University Of Dallas
    Irving, TX
  • 06/2018 → 08/2018
    Cistercian Preparatory School
    Irving, TX
  • 12/2017 → 01/2018
    Cistercian Preparatory School
    Irving, TX
  • 09/2017 → 12/2017
    North Hills Preparatory School
    Irving, TX
  • 05/2017 → 08/2017
    Black, Mann & Graham Llp
    Dallas, TX
  • 08/2015 → 12/2016
    University Of Dallas
    Irving, TX
  • 08/2015 → 05/2019
    University Of Dallas
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    2024-11-15
Other Names
  • Thomas Andrews

View on SEC IAPD

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