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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
  • TX RA
    APPROVED
    Since 2026-03-23

Branch Locations

Frisco, 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
Linc Commercial Realty Dallas TX 04/2023 07/2025
Unemployed Dallas TX 02/2020 03/2023
Clearpath Lending Dallas TX 08/2018 01/2020
Fidelity Investments Westlake TX 11/2025 Present
Unemployed Dallas TX 08/2025 10/2025
Clearpath Lending Dallas TX 08/2015 07/2018
  • 04/2023 → 07/2025
    Linc Commercial Realty
    Dallas, TX
  • 02/2020 → 03/2023
    Unemployed
    Dallas, TX
  • 08/2018 → 01/2020
    Clearpath Lending
    Dallas, TX
  • 11/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2025 → 10/2025
    Unemployed
    Dallas, TX
  • 08/2015 → 07/2018
    Clearpath Lending
    Dallas, TX
Other Businesses

OBA-130633|OrgNmn:Black Orchid Realty|Org Addr:Mission Vi,California,US|OBA Nature:I am a registered Real Estate |Invst Rel:Y|Title:Independent Contractor|Duties:I will have to hang my real estate license under Black Orchid Realty and then assist my uncle in finding a property through the MLS and fill o|StrtDt:06-05-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-124984|OrgNmn:Djavaherian Realty Inc.|Org Addr:Frisco,Texas,US|OBA Nature:The S-Corporation owns two Ren|Invst Rel:Y|Title:Manager|Duties:Maintenance and Management of both Rental Properties.|StrtDt:03-02-23|TotHrs/mon:4|TrdHrs/mon:0|OBA-124982|OrgNmn:Djavaherian CAP LLC|Org Addr:Frisco,Texas,US|OBA Nature:The LLC owns a Rental property|Invst Rel:Y|Title:Manager|Duties:Maintenance and Managment of Rental Property.|StrtDt:08-01-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-17
  • S66 Uniform Combined State Law Examination
    2026-03-17

View on SEC IAPD

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