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Kimberly Sanchez

Strategic Advisers LLC

Arlington, TX

Westlake, TX

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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

Arlington, 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
Fidelity Brokerage Services Llc Westlake TX 01/2022 Present
Brook Furniture Rental Carrollton TX 04/2019 08/2021
Greystar Property Management- Rivervue Apartments Fort Worth TX 10/2016 04/2019
Kent & Co Fort Worth TX 07/2015 10/2016
Unemployed Grand Prairie TX 08/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 04/2019 → 08/2021
    Brook Furniture Rental
    Carrollton, TX
  • 10/2016 → 04/2019
    Greystar Property Management- Rivervue Apartments
    Fort Worth, TX
  • 07/2015 → 10/2016
    Kent & Co
    Fort Worth, TX
  • 08/2021 → 12/2021
    Unemployed
    Grand Prairie, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-107390|OrgNmn:FKJ Covenant Enterprise LLC|Org Addr:Grand Prai,Texas,US|OBA Nature:AirBnB Style Rental Home |Invst Rel:Y|Title:Sole Proprietor|Duties:Cleaning Home, Marketing Home, Advertising Home, |StrtDt:02-17-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-02
  • S66 Uniform Combined State Law Examination
    2022-08-02
Other Names
  • Kimberly Susan Eaton
  • Kim Eaton
  • Kimberly Eaton Sanchez

View on SEC IAPD

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