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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
  • TX RA
    APPROVED
    Since 2026-01-06

Branch Locations

Roanoke, 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
Life Time Colleyville TX 01/2021 08/2025
Fidelity Investments Westlake TX 08/2025 Present
Scheels Cedar Falls IA 05/2017 09/2017
Highland Park Golf Course Mason City IA 05/2015 08/2018
Unemployed Cedar Falls IA 05/2020 01/2021
University Of Northern Iowa Cedar Falls IA 05/2016 05/2020
  • 01/2021 → 08/2025
    Life Time
    Colleyville, TX
  • 08/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2017 → 09/2017
    Scheels
    Cedar Falls, IA
  • 05/2015 → 08/2018
    Highland Park Golf Course
    Mason City, IA
  • 05/2020 → 01/2021
    Unemployed
    Cedar Falls, IA
  • 05/2016 → 05/2020
    University Of Northern Iowa
    Cedar Falls, IA
Other Businesses

OBA-122460|OrgNmn:LifeTime Fitness|Org Addr:Colleyvill,Texas,US|OBA Nature:Membership Concierge|Invst Rel:N|Title:Employee|Duties:Scanning members in at the front desk, helping members with their membership, connecting members to trainers, instructors, or leaders|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-17
  • S66 Uniform Combined State Law Examination
    2025-12-17

View on SEC IAPD

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