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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

Irving, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
University Of Tennessee, Knoxville Knoxville TN 05/2015 12/2019
Dhl Supply Chain Dallas TX 03/2020 11/2021
Fidelity Investments Westlake TX 11/2021 Present
Dhl Supply Chain Dallas TX 06/2019 08/2019
Coca-Cola Bottling Co. Consolidated Knoxville TN 08/2018 04/2019
Seasons Innovative Bar And Grille Knoxville TN 05/2013 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 12/2019
    University Of Tennessee, Knoxville
    Knoxville, TN
  • 03/2020 → 11/2021
    Dhl Supply Chain
    Dallas, TX
  • 11/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2019 → 08/2019
    Dhl Supply Chain
    Dallas, TX
  • 08/2018 → 04/2019
    Coca-Cola Bottling Co. Consolidated
    Knoxville, TN
  • 05/2013 → 05/2018
    Seasons Innovative Bar And Grille
    Knoxville, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-06
  • S66 Uniform Combined State Law Examination
    2022-04-06
Other Names
  • Preston Vaughn Laine

View on SEC IAPD

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