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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-17
  • TX RA
    APPROVED
    Since 2025-09-17

Branch Locations

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

Fort Worth, 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
Unemployed Plano TX 10/2019 12/2019
Unemployed Richardson TX 02/2025 04/2025
Johnston Investments Llc Dba Digital Ox Encinitas CA 07/2024 12/2024
Amtrust North America Dallas TX 09/2015 08/2017
Freedom Debt Relief Llc Dba Achieve San Mateo CA 05/2022 04/2024
Door Inc Dba Door Realty Dallas TX 02/2019 09/2019
Favor Dallas TX 03/2018 03/2018
Relive Real Estate Inc. Richardson TX 11/2024 02/2025
Redfin Plano TX 03/2018 02/2019
Mb2 Payroll Processor Llc Dba Mb2 Dental Carrollton TX 04/2024 05/2024
Fidelity Investments Westlake TX 04/2025 Present
Ethos Realty Dallas TX 01/2018 03/2018
Utility Concierge Dba Move Concierge Dallas TX 05/2024 06/2024
Real Broker Llc Dba Real Dallas TX 10/2017 12/2017
Sigma Relocation Group Llc Dba Umovefree Irving TX 01/2020 06/2022
Business Debt Adjusters Llc Englewood Cliffs NJ 01/2025 02/2025
Keller Williams Dallas TX 07/2017 10/2017
  • 10/2019 → 12/2019
    Unemployed
    Plano, TX
  • 02/2025 → 04/2025
    Unemployed
    Richardson, TX
  • 07/2024 → 12/2024
    Johnston Investments Llc Dba Digital Ox
    Encinitas, CA
  • 09/2015 → 08/2017
    Amtrust North America
    Dallas, TX
  • 05/2022 → 04/2024
    Freedom Debt Relief Llc Dba Achieve
    San Mateo, CA
  • 02/2019 → 09/2019
    Door Inc Dba Door Realty
    Dallas, TX
  • 03/2018 → 03/2018
    Favor
    Dallas, TX
  • 11/2024 → 02/2025
    Relive Real Estate Inc.
    Richardson, TX
  • 03/2018 → 02/2019
    Redfin
    Plano, TX
  • 04/2024 → 05/2024
    Mb2 Payroll Processor Llc Dba Mb2 Dental
    Carrollton, TX
  • 04/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2018 → 03/2018
    Ethos Realty
    Dallas, TX
  • 05/2024 → 06/2024
    Utility Concierge Dba Move Concierge
    Dallas, TX
  • 10/2017 → 12/2017
    Real Broker Llc Dba Real
    Dallas, TX
  • 01/2020 → 06/2022
    Sigma Relocation Group Llc Dba Umovefree
    Irving, TX
  • 01/2025 → 02/2025
    Business Debt Adjusters Llc
    Englewood Cliffs, NJ
  • 07/2017 → 10/2017
    Keller Williams
    Dallas, TX
Other Businesses

OBA-118521|OrgNmn:Sigma Relocation Group LLC|Org Addr:Irving,Texas,US|OBA Nature:Real Estate Brokerage|Invst Rel:Y|Title:Independent Contractor|Duties:None|StrtDt:02-24-25|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15

View on SEC IAPD

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