Annie La

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Lewisville, 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

Organization	City	State	From	To
University Of North Texas Health Science Center	Fort Worth	TX	08/2019	09/2021
Empower Pharmacy	Houston	TX	09/2018	07/2019
Golden Care Medical Center	Houston	TX	05/2018	09/2018
Texas A&M Office Of Diversity	College Station	TX	03/2016	05/2018
Fidelity Investments	Westlake	TX	01/2022	Present
Unemployed	Houston	TX	09/2021	01/2022
Fidelity Investments	Boston	MA	03/2025	Present

08/2019 → 09/2021

University Of North Texas Health Science Center

Fort Worth, TX
09/2018 → 07/2019

Empower Pharmacy

Houston, TX
05/2018 → 09/2018

Golden Care Medical Center

Houston, TX
03/2016 → 05/2018

Texas A&M Office Of Diversity

College Station, TX
01/2022 → Present

Fidelity Investments

Westlake, TX
09/2021 → 01/2022

Unemployed

Houston, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-09-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-17

S66 Uniform Combined State Law Examination

2022-08-17

View on SEC IAPD

More in Lewisville, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor