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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-17
  • TX RA
    APPROVED
    Since 2025-12-17

Branch Locations

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • 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
University Of Houston Program For Excellence In Selling Houston TX 08/2024 05/2025
University Of Houston Houston TX 01/2024 06/2024
Fidelity Investments Sugar Land TX 07/2025 Present
Fidelity Investments Sugar Land TX 06/2024 08/2024
Unemployed Houston TX 05/2015 01/2022
Ez Accounting Pasadena TX 01/2022 05/2023
Unemployed Houston TX 05/2025 07/2025
Rpm Hauling Llc Channelview TX 05/2023 01/2024
  • 08/2024 → 05/2025
    University Of Houston Program For Excellence In Selling
    Houston, TX
  • 01/2024 → 06/2024
    University Of Houston
    Houston, TX
  • 07/2025 → Present
    Fidelity Investments
    Sugar Land, TX
  • 06/2024 → 08/2024
    Fidelity Investments
    Sugar Land, TX
  • 05/2015 → 01/2022
    Unemployed
    Houston, TX
  • 01/2022 → 05/2023
    Ez Accounting
    Pasadena, TX
  • 05/2025 → 07/2025
    Unemployed
    Houston, TX
  • 05/2023 → 01/2024
    Rpm Hauling Llc
    Channelview, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20

View on SEC IAPD

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