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David Daniel Porter

Strategic Advisers LLC

Kyle, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Kyle, 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
Pro Trader Institute Las Vegas NV 05/2013 12/2019
Taney Engineering Las Vegas NV 01/2020 05/2021
Fidelity Investments Henderson NV 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 12/2019
    Pro Trader Institute
    Las Vegas, NV
  • 01/2020 → 05/2021
    Taney Engineering
    Las Vegas, NV
  • 06/2021 → Present
    Fidelity Investments
    Henderson, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Henderson, NV
  • 2012-10-01 → 2013-05-07
    J.P. Morgan Securities Llc
    Riverdale,, IL
    Chicago, IL
    Glenwood, IL
    Homewood, IL
  • 2012-07-31 → 2012-10-01
    Chase Investment Services Corp.
    Glenwood, IL
    Chicago, IL
    Riverdale,, IL
    Homewood, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-14
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2022-11-14
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Other Names
  • David D Porter

View on SEC IAPD

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