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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

Rhome, 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
Pdl Blue New York NY 02/2018 01/2025
Fidelity Investments Westlake TX 02/2025 Present
West Des Moines Community Schools West Des Moines IA 02/2018 12/2024
Wendelstedt Umpire School Ormond Beach FL 01/2018 02/2018
Engstrand Enterprises Rhome TX 10/2020 01/2025
University Of Nebraska Lincoln NE 09/2014 01/2018
  • 02/2018 → 01/2025
    Pdl Blue
    New York, NY
  • 02/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 02/2018 → 12/2024
    West Des Moines Community Schools
    West Des Moines, IA
  • 01/2018 → 02/2018
    Wendelstedt Umpire School
    Ormond Beach, FL
  • 10/2020 → 01/2025
    Engstrand Enterprises
    Rhome, TX
  • 09/2014 → 01/2018
    University Of Nebraska
    Lincoln, NE
Other Businesses

OBA-116956|OrgNmn:Engstrand Enterprises|Org Addr:Rhome,Texas,US|OBA Nature:Baseball Umpiring and Umpire E|Invst Rel:N|Title:Independent Contractor|Duties:Instruction and Baseball Umpiring|StrtDt:10-01-21|TotHrs/mon:32|TrdHrs/mon:32|OBA-122053|OrgNmn:Official Training Partners LLC|Org Addr:Rhome,Texas,US|OBA Nature:Sport Official Education Consu|Invst Rel:N|Title:Partner|Duties:General Manager (As needed)|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-03
S63 Uniform Securities Agent State Law Examination 2025-04-24
  • S66 Uniform Combined State Law Examination
    2026-02-03
  • S63 Uniform Securities Agent State Law Examination
    2025-04-24

View on SEC IAPD

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