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Dallas R. Watson

Strategic Advisers LLC

Roseville, CA

Carmichael, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1261 Roseville Parkway, Roseville, CA 95678-9998 • United States

Carmichael, CA • 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
Bank Of America, N.A. Carmichael CA 10/2016 06/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmichael CA 10/2016 06/2020
Orange Properties Rohnert Park CA 07/2016 10/2016
Uber Rohnert Park CA 06/2016 10/2016
Rutherford Hill Winery Rutherford CA 05/2016 09/2016
Fidelity Investments Roseville CA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 06/2020
    Bank Of America, N.A.
    Carmichael, CA
  • 10/2016 → 06/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Carmichael, CA
  • 07/2016 → 10/2016
    Orange Properties
    Rohnert Park, CA
  • 06/2016 → 10/2016
    Uber
    Rohnert Park, CA
  • 05/2016 → 09/2016
    Rutherford Hill Winery
    Rutherford, CA
  • 06/2020 → Present
    Fidelity Investments
    Roseville, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-15623|OrgNmn:North Shore Land Trust|Org Addr:Lowerlake,California,US|OBA Nature:Purchase and sell distressed p|Invst Rel:Y|Title:Trustee|Duties:My duties were research, property repairs, and management.|StrtDt:09-01-09|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-05
  • S66 Uniform Combined State Law Examination
    2015-01-05
Other Names
  • Dallas Ray Watson

View on SEC IAPD

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DANIEL HAVEN FULLER
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JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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