Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

Fort Worth, 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 05/2025 Present
University Of Central Arkansas Conway AR 07/2012 04/2017
Nike Terrell TX 04/2016 03/2018
United Parcel Service Fort Worth TX 09/2024 04/2025
Evolution Moving Company Fort Worth TX 03/2018 08/2024
Rehab Management Mesquite TX 05/2017 03/2018
Symmetry Financial Group Swannanoa NC 09/2024 04/2025
  • 05/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2012 → 04/2017
    University Of Central Arkansas
    Conway, AR
  • 04/2016 → 03/2018
    Nike
    Terrell, TX
  • 09/2024 → 04/2025
    United Parcel Service
    Fort Worth, TX
  • 03/2018 → 08/2024
    Evolution Moving Company
    Fort Worth, TX
  • 05/2017 → 03/2018
    Rehab Management
    Mesquite, TX
  • 09/2024 → 04/2025
    Symmetry Financial Group
    Swannanoa, NC
Other Businesses

OBA-119285|OrgNmn:Haddy Sells|Org Addr:Fort Worth,Texas,US|OBA Nature:Ebay Store|Invst Rel:N|Title:Sole Proprietor|Duties:creating and buying hats or other items to sell on the site|StrtDt:02-26-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-15
  • S66 Uniform Combined State Law Examination
    2025-10-15

View on SEC IAPD

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor