Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-16
  • TX RA
    APPROVED
    Since 2025-07-16

Branch Locations

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

Addison, 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
Meowtel Lewisville TX 11/2024 Present
Unemployed Lewisville TX 12/2023 04/2024
Fidelity Investments Westlake TX 01/2025 Present
Amn Healthcare Coppell TX 04/2024 01/2025
Enterprise Rent A Car Frisco TX 07/2016 04/2017
Randstad Technologies Frisco TX 04/2017 12/2023
  • 11/2024 → Present
    Meowtel
    Lewisville, TX
  • 12/2023 → 04/2024
    Unemployed
    Lewisville, TX
  • 01/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 04/2024 → 01/2025
    Amn Healthcare
    Coppell, TX
  • 07/2016 → 04/2017
    Enterprise Rent A Car
    Frisco, TX
  • 04/2017 → 12/2023
    Randstad Technologies
    Frisco, TX
Other Businesses

OBA-116125|OrgNmn:Meowtel|Org Addr:Dover,Delaware,US|OBA Nature:Cat Sitting Service |Invst Rel:N|Title:Independent Contractor|Duties:Travel to customers house and provide animal caretaking.|StrtDt:11-18-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-14
  • S66 Uniform Combined State Law Examination
    2025-07-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor