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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Katy, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • 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
Scottrade Houston TX 08/2016 03/2018
Td Ameritrade Inc Houston TX 03/2018 04/2020
Fidelity Investments Llc Katy TX 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 03/2018
    Scottrade
    Houston, TX
  • 03/2018 → 04/2020
    Td Ameritrade Inc
    Houston, TX
  • 05/2020 → Present
    Fidelity Investments Llc
    Katy, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Katy, TX
  • 2018-03-01 → 2020-05-02
    Td Ameritrade, Inc.
    Houston, TX
  • 2018-03-01 → 2020-05-02
    Td Ameritrade Investment Management, Llc
    788 W Sam Houston Pkwy N Ste 128, TX
  • 2017-01-24 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
  • 2012-10-01 → 2015-06-23
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
  • 2011-11-04 → 2012-10-01
    Chase Investment Services Corp.
    Sugar Land, TX
    The Woodlands, TX
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-02
S63 Uniform Securities Agent State Law Examination 2008-09-11
  • S66 Uniform Combined State Law Examination
    2011-11-02
  • S63 Uniform Securities Agent State Law Examination
    2008-09-11
Designations
Other Names
  • Narine V Bhola
  • Narine Videsh Bhola
  • Yuri Bhola
  • Narine Bhola

View on SEC IAPD

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