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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

Arlington, 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
Truist Financial Arlington TX 12/2021 07/2024
Unemployed Arlington TX 02/2020 10/2020
Grand Prairie Isd Grand Prairie TX 08/2018 10/2018
Stellar Relay Lewisville TX 10/2018 02/2020
Asurion Arlngton TX 10/2020 04/2021
Moxie Pest Control Irving TX 04/2021 12/2021
Fidelity Investments Westlake TX 07/2025 Present
Student Arlington TX 08/2016 08/2017
Unemployed Arlington TX 07/2024 07/2025
Cindies Arlington TX 08/2017 08/2018
  • 12/2021 → 07/2024
    Truist Financial
    Arlington, TX
  • 02/2020 → 10/2020
    Unemployed
    Arlington, TX
  • 08/2018 → 10/2018
    Grand Prairie Isd
    Grand Prairie, TX
  • 10/2018 → 02/2020
    Stellar Relay
    Lewisville, TX
  • 10/2020 → 04/2021
    Asurion
    Arlngton, TX
  • 04/2021 → 12/2021
    Moxie Pest Control
    Irving, TX
  • 07/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2016 → 08/2017
    Student
    Arlington, TX
  • 07/2024 → 07/2025
    Unemployed
    Arlington, TX
  • 08/2017 → 08/2018
    Cindies
    Arlington, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26

View on SEC IAPD

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