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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Missouri City, TX • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • 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 Brokerage Services, Inc. Dallas TX 10/1995 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1995 → Present
    Fidelity Brokerage Services, Inc.
    Dallas, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Sugar Land, TX
    Missouri City, TX
  • 2000-07-27 → 2018-07-13
    Denver, CO
    Scottsdale, AZ
    Chandler, AZ
    Colorado Springs, CO
    Sugar Land, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-11
S63 Uniform Securities Agent State Law Examination 1995-05-12
  • S65 Uniform Investment Adviser Law Examination
    2000-04-11
  • S63 Uniform Securities Agent State Law Examination
    1995-05-12

View on SEC IAPD

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