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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

Fort Worth, TX • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Southlake TX 12/2021 Present
First National Bank Texas Dallas TX 11/2014 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → Present
    Fidelity Brokerage Services, Llc
    Southlake, TX
  • 11/2014 → 12/2021
    First National Bank Texas
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
Other Businesses

OBA-118860|OrgNmn:NatureLinks North Texas|Org Addr:Fort Worth,Texas,US|OBA Nature:A 501(c)(3) with the vision of|Invst Rel:N|Title:Officer|Duties:Serving as Treasurer for the organization. Keeping track of budgeting, reporting, spending, and managing any investments or bank accounts belo|StrtDt:12-19-25|TotHrs/mon:4|TrdHrs/mon:4|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-27
  • S66 Uniform Combined State Law Examination
    2022-06-27
Other Names
  • Madison Renae Goodnight
  • Madison Goodnight

View on SEC IAPD

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