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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-17
  • TX RA
    APPROVED
    Since 2026-04-17

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Haslet, 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
Herald Review Media Sierra Vista AZ 02/2020 03/2021
Unemployed Cypress TX 10/2023 06/2024
Unemployed Haslet TX 05/2025 10/2025
Property Associates Realtors Friona TX 08/2015 08/2017
Farmers Insurance Willingham Agency Cypress TX 09/2021 09/2022
Apartment Association Of Southern Colorado Colorado Springs CO 06/2024 05/2025
Fidelity Investments Westlake TX 10/2025 Present
Unemployed Cypress TX 03/2021 09/2021
Maia Jessup Farmers Insurance Humble TX 09/2022 10/2023
Unemployed Friona TX 08/2017 04/2019
Sides Farms Dimmitt TX 08/2018 04/2020
Branscum Farms Lazbuddie TX 04/2019 02/2020
  • 02/2020 → 03/2021
    Herald Review Media
    Sierra Vista, AZ
  • 10/2023 → 06/2024
    Unemployed
    Cypress, TX
  • 05/2025 → 10/2025
    Unemployed
    Haslet, TX
  • 08/2015 → 08/2017
    Property Associates Realtors
    Friona, TX
  • 09/2021 → 09/2022
    Farmers Insurance Willingham Agency
    Cypress, TX
  • 06/2024 → 05/2025
    Apartment Association Of Southern Colorado
    Colorado Springs, CO
  • 10/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2021 → 09/2021
    Unemployed
    Cypress, TX
  • 09/2022 → 10/2023
    Maia Jessup Farmers Insurance
    Humble, TX
  • 08/2017 → 04/2019
    Unemployed
    Friona, TX
  • 08/2018 → 04/2020
    Sides Farms
    Dimmitt, TX
  • 04/2019 → 02/2020
    Branscum Farms
    Lazbuddie, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-07
  • S66 Uniform Combined State Law Examination
    2026-04-07
Other Names
  • Amanda Ratliff
  • Amanda Hefner
  • Amanda Willingham

View on SEC IAPD

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