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John O'COnnors

Strategic Advisers LLC

Westlake, TX

Cedar Hill, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Cedar Hill, 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
Cuso Financial Services, Lp San Diego CA 03/2016 11/2017
U.S. Bancorp Investments, Inc. Roseville CA 11/2017 10/2019
Patelco Credit Union Citrus Heights CA 10/2019 04/2021
Cuso Financial Sevices, L.P. San Diego CA 10/2019 04/2021
Fidelity Investments Westlake TX 05/2021 Present
University Of Mary Bismark ND 06/2017 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 11/2017
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2017 → 10/2019
    U.S. Bancorp Investments, Inc.
    Roseville, CA
  • 10/2019 → 04/2021
    Patelco Credit Union
    Citrus Heights, CA
  • 10/2019 → 04/2021
    Cuso Financial Sevices, L.P.
    San Diego, CA
  • 05/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2017 → 12/2020
    University Of Mary
    Bismark, ND
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2019-10-22 → 2021-04-05
    Cuso Financial Services, L.P.
    Citrus Heights, CA
    San Diego, CA
  • 2017-11-30 → 2019-10-28
    U.S. Bancorp Investments, Inc.
    Roseville, CA
  • 2016-03-28 → 2017-11-17
    Cuso Financial Services, L.P.
    Woodland, CA
    Davis, CA
  • 2014-08-07 → 2016-04-02
    J.P. Morgan Securities Llc
    Roseville, CA
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-15
  • S66 Uniform Combined State Law Examination
    2014-05-15
Other Names
  • John Oconnors
  • John C O'COnnors
  • John Christopher Oconnors
  • John O'COnnors
  • John Christopher Oconnors
  • John Christopher O'COnnors

View on SEC IAPD

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