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Linda Kelly Trevino Marroquin

Strategic Advisers LLC

Westlake, TX

Dallas, 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 2025-07-22
  • TX RA
    APPROVED
    Since 2025-07-22

Branch Locations

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

Dallas, 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
Wells Fargo Dallas TX 05/2019 08/2020
Fidelity Investments Westlake TX 02/2025 Present
Army Dallas TX 06/2014 07/2023
Black Tap Dallas TX 11/2023 06/2024
Self Employed Dallas TX 08/2020 01/2025
Shipwreck Fort Worth TX 02/2024 02/2024
Att Mililani HI 10/2014 04/2018
  • 05/2019 → 08/2020
    Wells Fargo
    Dallas, TX
  • 02/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2014 → 07/2023
    Army
    Dallas, TX
  • 11/2023 → 06/2024
    Black Tap
    Dallas, TX
  • 08/2020 → 01/2025
    Self Employed
    Dallas, TX
  • 02/2024 → 02/2024
    Shipwreck
    Fort Worth, TX
  • 10/2014 → 04/2018
    Att
    Mililani, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03
Other Names
  • Linda Trevino Marroquin

View on SEC IAPD

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