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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Northlake, 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
Fidelity Investments Westlake TX 02/2025 Present
Unemployed Boerne TX 11/2016 03/2017
Unemployed Dallas TX 11/2023 02/2025
Radwell International Arlington TX 03/2017 11/2023
Performance Truck Victoria TX 04/2016 11/2016
  • 02/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2016 → 03/2017
    Unemployed
    Boerne, TX
  • 11/2023 → 02/2025
    Unemployed
    Dallas, TX
  • 03/2017 → 11/2023
    Radwell International
    Arlington, TX
  • 04/2016 → 11/2016
    Performance Truck
    Victoria, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-05-06
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-06
Other Names
  • Michael Bilby

View on SEC IAPD

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