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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-28
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

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

Little Elm, 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
Fidelity Investments Westlake TX 10/2025 Present
Exp Realty Addison TX 01/2024 10/2025
Umortgage Llc Coppell TX 04/2025 07/2025
Cmg Home Loans Flower Mound TX 03/2023 04/2025
Ark-La-Tex Financial Services, Llc Plano TX 10/2022 03/2023
Fairway Independent Mortgage Company Plano TX 07/2022 10/2022
Movement Mortgage Flower Mound TX 06/2022 07/2022
Cmg Financial Flower Mound TX 06/2022 06/2022
Unemployed Mckinney TX 01/2020 06/2022
Alpha Tau Omega National Fraternity Indianapolis IN 06/2018 11/2019
Pappadeaux Seafood Kitchen Arlington TX 01/2018 05/2018
Full Time Student Arlington TX 08/2013 05/2018
Coldwell Banker Commercial Advisors Arlington TX 05/2017 12/2017
  • 10/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2024 → 10/2025
    Exp Realty
    Addison, TX
  • 04/2025 → 07/2025
    Umortgage Llc
    Coppell, TX
  • 03/2023 → 04/2025
    Cmg Home Loans
    Flower Mound, TX
  • 10/2022 → 03/2023
    Ark-La-Tex Financial Services, Llc
    Plano, TX
  • 07/2022 → 10/2022
    Fairway Independent Mortgage Company
    Plano, TX
  • 06/2022 → 07/2022
    Movement Mortgage
    Flower Mound, TX
  • 06/2022 → 06/2022
    Cmg Financial
    Flower Mound, TX
  • 01/2020 → 06/2022
    Unemployed
    Mckinney, TX
  • 06/2018 → 11/2019
    Alpha Tau Omega National Fraternity
    Indianapolis, IN
  • 01/2018 → 05/2018
    Pappadeaux Seafood Kitchen
    Arlington, TX
  • 08/2013 → 05/2018
    Full Time Student
    Arlington, TX
  • 05/2017 → 12/2017
    Coldwell Banker Commercial Advisors
    Arlington, TX
Other Businesses

OBA-124709|OrgNmn:Mathew Mortgage & Real Estate, LLC|Org Addr:Oak Point,Texas,US|OBA Nature:Real Estate Salesperson |Invst Rel:Y|Title:Sole Proprietor|Duties:Solicite real estate services, percure deals, and maintain relationship. Our family real estate team has operated for 20+ years, supervised by|StrtDt:01-10-24|TotHrs/mon:20|TrdHrs/mon:5|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-14
  • S66 Uniform Combined State Law Examination
    2026-04-14

View on SEC IAPD

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