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Patricia Belen Velasquez

Strategic Advisers LLC

Westlake, TX

Carrollton, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-06
  • TX RA
    APPROVED
    Since 2026-07-06

Branch Locations

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

Carrollton, 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
Roots Southern Table Farmers Branch TX 01/2023 09/2024
Fidelity Investments Westlake TX 02/2026 Present
Sonic Drive In Carrollton TX 05/2019 10/2020
Smith Highschool Carrollton TX 05/2018 05/2022
Cvs Carrollton TX 12/2020 05/2021
Pnc Bank Dallas Northeast TX 06/2025 01/2026
Perry Middleschool Carrollton TX 01/2016 05/2018
Dallas College Dallas TX 06/2021 05/2023
Cane Rosso Carrollton TX 06/2022 12/2022
Buffalo Wild Wings Addison TX 08/2021 05/2022
Texas State University San Marcos TX 08/2023 06/2025
  • 01/2023 → 09/2024
    Roots Southern Table
    Farmers Branch, TX
  • 02/2026 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2019 → 10/2020
    Sonic Drive In
    Carrollton, TX
  • 05/2018 → 05/2022
    Smith Highschool
    Carrollton, TX
  • 12/2020 → 05/2021
    Cvs
    Carrollton, TX
  • 06/2025 → 01/2026
    Pnc Bank
    Dallas Northeast, TX
  • 01/2016 → 05/2018
    Perry Middleschool
    Carrollton, TX
  • 06/2021 → 05/2023
    Dallas College
    Dallas, TX
  • 06/2022 → 12/2022
    Cane Rosso
    Carrollton, TX
  • 08/2021 → 05/2022
    Buffalo Wild Wings
    Addison, TX
  • 08/2023 → 06/2025
    Texas State University
    San Marcos, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-18
  • S66 Uniform Combined State Law Examination
    2026-06-18
Other Names
  • Patricia Velasquez
  • Patricia Bel Velasquez Betanco
  • Patricia Bel Velasquez

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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