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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-08
  • TX RA
    APPROVED
    Since 2025-10-08

Branch Locations

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States

Pasadena, 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
Fidelity Investments Katy TX 02/2025 Present
Exp Realty Llc Houston TX 04/2021 10/2021
Best Buy Oswego IL 04/2018 12/2018
Old Second National Bank Oswego IL 01/2019 03/2020
Jp Morgan Chase Houston TX 08/2022 01/2025
Jcpenny Montgomery IL 09/2017 03/2018
Student Montgomery IL 01/2015 08/2017
Target Pasadena TX 11/2021 12/2021
Student Montgomery IL 04/2020 03/2021
Unemployed Pasadena TX 12/2021 08/2022
  • 02/2025 → Present
    Fidelity Investments
    Katy, TX
  • 04/2021 → 10/2021
    Exp Realty Llc
    Houston, TX
  • 04/2018 → 12/2018
    Best Buy
    Oswego, IL
  • 01/2019 → 03/2020
    Old Second National Bank
    Oswego, IL
  • 08/2022 → 01/2025
    Jp Morgan Chase
    Houston, TX
  • 09/2017 → 03/2018
    Jcpenny
    Montgomery, IL
  • 01/2015 → 08/2017
    Student
    Montgomery, IL
  • 11/2021 → 12/2021
    Target
    Pasadena, TX
  • 04/2020 → 03/2021
    Student
    Montgomery, IL
  • 12/2021 → 08/2022
    Unemployed
    Pasadena, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-17
  • S66 Uniform Combined State Law Examination
    2025-09-17

View on SEC IAPD

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