Sean D Morgan

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-19

TX RA
APPROVED

Since 2025-09-19

Branch Locations

Mckinney, TX • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
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	02/2025	Present
Homewood Mortgage, Llc	Dallas	TX	01/2019	02/2025
Bmw Motorcycles Of North Dallas	Plano	TX	05/2008	01/2019

02/2025 → Present

Fidelity Investments

Westlake, TX
01/2019 → 02/2025

Homewood Mortgage, Llc

Dallas, TX
05/2008 → 01/2019

Bmw Motorcycles Of North Dallas

Plano, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-11

S66 Uniform Combined State Law Examination

2025-09-11

Other Names

Sean Morgan