Brian Moss

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-27

TX RA
APPROVED

Since 2026-05-27

Branch Locations

Hurst, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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	01/2025	Present
Unemployed	Bedford	TX	03/2014	11/2019
Hteao	Bedford	TX	09/2020	10/2021
Marty B'S Llc	Bartonville	TX	10/2021	01/2025
Whataburger	Euless	TX	11/2019	09/2020

01/2025 → Present

Fidelity Investments

Westlake, TX
03/2014 → 11/2019

Unemployed

Bedford, TX
09/2020 → 10/2021

Hteao

Bedford, TX
10/2021 → 01/2025

Marty B'S Llc

Bartonville, TX
11/2019 → 09/2020

Whataburger

Euless, TX

Other Businesses

OBA-116184|OrgNmn:Marty B's LLC|Org Addr:Bartonvill,Texas,US|OBA Nature:Restaurant|Invst Rel:N|Title:Server|Duties:Saturdays only|StrtDt:10-28-21|TotHrs/mon:40|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-21
S63	Uniform Securities Agent State Law Examination	2025-04-25

S66 Uniform Combined State Law Examination

2026-05-21
S63 Uniform Securities Agent State Law Examination

2025-04-25

View on SEC IAPD

More in Hurst, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor