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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

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

Fort Worth, 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
Radiation Detection Company Georgetown TX 05/2021 12/2021
Unemployed Georgetown TX 12/2021 03/2022
Rack Room Shoes Lubbock TX 08/2020 05/2021
City Of Austin Austin TX 03/2022 04/2022
Texas A&M Transportation Institute Bryan TX 09/2022 12/2024
East View High School Georgetown TX 08/2016 05/2020
Fidelity Investments Westlake TX 01/2025 Present
Unemployed College Station TX 08/2022 09/2022
Radiation Detection Company Georgetown TX 06/2018 08/2018
Pizza Hut Georgetown TX 04/2018 08/2020
Best Buy Round Rock TX 04/2022 08/2022
  • 05/2021 → 12/2021
    Radiation Detection Company
    Georgetown, TX
  • 12/2021 → 03/2022
    Unemployed
    Georgetown, TX
  • 08/2020 → 05/2021
    Rack Room Shoes
    Lubbock, TX
  • 03/2022 → 04/2022
    City Of Austin
    Austin, TX
  • 09/2022 → 12/2024
    Texas A&M Transportation Institute
    Bryan, TX
  • 08/2016 → 05/2020
    East View High School
    Georgetown, TX
  • 01/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2022 → 09/2022
    Unemployed
    College Station, TX
  • 06/2018 → 08/2018
    Radiation Detection Company
    Georgetown, TX
  • 04/2018 → 08/2020
    Pizza Hut
    Georgetown, TX
  • 04/2022 → 08/2022
    Best Buy
    Round Rock, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-03
S63 Uniform Securities Agent State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2026-03-03
  • S63 Uniform Securities Agent State Law Examination
    2025-04-23

View on SEC IAPD

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