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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-11
  • TX RA
    APPROVED
    Since 2026-02-11

Branch Locations

Irving, 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
Fort Worth Flight School Burleson TX 03/2022 04/2022
Envoy Air Irving TX 06/2024 08/2025
Us Aviation Academy Denton TX 05/2022 05/2024
Irving Soccer Association Irving TX 08/2015 05/2019
Fidelity Investments Westlake TX 09/2025 Present
Unemployed Irving TX 05/2019 03/2022
  • 03/2022 → 04/2022
    Fort Worth Flight School
    Burleson, TX
  • 06/2024 → 08/2025
    Envoy Air
    Irving, TX
  • 05/2022 → 05/2024
    Us Aviation Academy
    Denton, TX
  • 08/2015 → 05/2019
    Irving Soccer Association
    Irving, TX
  • 09/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2019 → 03/2022
    Unemployed
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
  • S66 Uniform Combined State Law Examination
    2026-02-02

View on SEC IAPD

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