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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-21
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

Plano, TX • United States

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • 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
Sweetwater Pools Inc. Houston TX 05/2020 07/2025
Unemployed Unemployed TX 07/2025 11/2025
Xscape Theaters Fulshear TX 05/2019 08/2019
Spring Creek Bbq Richmond TX 11/2020 05/2021
Forst Elementry / Adolphus Elementry Richmond TX 01/2015 05/2019
Fidelity Investments Plano TX 11/2025 Present
Texas Tech Hospitality Lubbock TX 10/2021 05/2025
Texas Farm Bureau Richmond TX 05/2024 08/2024
Foster High School Richmond TX 08/2019 05/2020
  • 05/2020 → 07/2025
    Sweetwater Pools Inc.
    Houston, TX
  • 07/2025 → 11/2025
    Unemployed
    Unemployed, TX
  • 05/2019 → 08/2019
    Xscape Theaters
    Fulshear, TX
  • 11/2020 → 05/2021
    Spring Creek Bbq
    Richmond, TX
  • 01/2015 → 05/2019
    Forst Elementry / Adolphus Elementry
    Richmond, TX
  • 11/2025 → Present
    Fidelity Investments
    Plano, TX
  • 10/2021 → 05/2025
    Texas Tech Hospitality
    Lubbock, TX
  • 05/2024 → 08/2024
    Texas Farm Bureau
    Richmond, TX
  • 08/2019 → 05/2020
    Foster High School
    Richmond, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-20
  • S66 Uniform Combined State Law Examination
    2026-05-20

View on SEC IAPD

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