Joshua Kelsey

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-14

TX RA
APPROVED

Since 2025-10-14

Branch Locations

Argyle, 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

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	11/2024	Present
Unemployed	Highland Village	TX	05/2020	07/2020
Us Army	Fort Moore	GA	07/2020	12/2022
Walmart	Edmond	OK	03/2019	05/2020
Oca	Edmond	OK	08/2016	03/2019
Power Home Remodeling	Irving	TX	07/2024	09/2024
Us Army	Fort Johnson	LA	11/2022	07/2024
Unemployed	Argyle	TX	09/2024	11/2024

11/2024 → Present

Fidelity Investments

Westlake, TX
05/2020 → 07/2020

Unemployed

Highland Village, TX
07/2020 → 12/2022

Us Army

Fort Moore, GA
03/2019 → 05/2020

Walmart

Edmond, OK
08/2016 → 03/2019

Oca

Edmond, OK
07/2024 → 09/2024

Power Home Remodeling

Irving, TX
11/2022 → 07/2024

Us Army

Fort Johnson, LA
09/2024 → 11/2024

Unemployed

Argyle, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-21

S66 Uniform Combined State Law Examination

2025-03-21

View on SEC IAPD

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