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Anna Lucille Johnson

Strategic Advisers LLC

Southlake, TX

Westlake, 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 2026-05-29
  • TX RA
    APPROVED
    Since 2026-05-29

Branch Locations

Southlake, 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 09/2023 12/2024
Charles Schwab & Co., Inc. Westlake TX 02/2025 10/2025
Homemaker Southlake TX 12/2024 02/2025
Starbucks Southlake TX 04/2021 07/2023
Tall Timbers Roanoke TX 11/2020 03/2021
Torrid Denton TX 06/2020 11/2020
Wells Fargo Westlake TX 06/2019 06/2020
Chipotle Southlake TX 12/2018 06/2019
Torrid Grapevine TX 01/2016 12/2018
Unemployed Southlake TX 10/2025 02/2026
Fidelity Investments Westlake TX 03/2026 Present
  • 09/2023 → 12/2024
    Fidelity Investments
    Westlake, TX
  • 02/2025 → 10/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 12/2024 → 02/2025
    Homemaker
    Southlake, TX
  • 04/2021 → 07/2023
    Starbucks
    Southlake, TX
  • 11/2020 → 03/2021
    Tall Timbers
    Roanoke, TX
  • 06/2020 → 11/2020
    Torrid
    Denton, TX
  • 06/2019 → 06/2020
    Wells Fargo
    Westlake, TX
  • 12/2018 → 06/2019
    Chipotle
    Southlake, TX
  • 01/2016 → 12/2018
    Torrid
    Grapevine, TX
  • 10/2025 → 02/2026
    Unemployed
    Southlake, TX
  • 03/2026 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-20
S63 Uniform Securities Agent State Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2026-04-20
  • S63 Uniform Securities Agent State Law Examination
    2025-06-11

View on SEC IAPD

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