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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

Fort Worth, 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
Fidelity Investments Westlake TX 10/2021 Present
Verizon Wireless Fort Worth TX 07/2018 10/2021
Lynn Smith Chevrolet Burleson TX 04/2018 07/2018
Haverty's Furniture Fort Worth TX 12/2017 04/2018
T-Mobile Amtel Llc Fort Worth TX 08/2016 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2018 → 10/2021
    Verizon Wireless
    Fort Worth, TX
  • 04/2018 → 07/2018
    Lynn Smith Chevrolet
    Burleson, TX
  • 12/2017 → 04/2018
    Haverty's Furniture
    Fort Worth, TX
  • 08/2016 → 12/2017
    T-Mobile Amtel Llc
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-28
  • S66 Uniform Combined State Law Examination
    2022-03-28
Other Names
  • Miguel Angel Aguilar

View on SEC IAPD

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