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Taeshima White

Strategic Advisers LLC

Westlake, TX

Trophy Club, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Trophy Club, 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
Charles Schwab & Co., Inc. Westlake TX 05/2006 11/2020
Robinhood Financial, Llc Tempe AZ 11/2020 06/2022
Fidelity Investments Jacksonville FL 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2006 → 11/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 11/2020 → 06/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 08/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2009-10-13 → 2014-12-31
    Charles Schwab & Co., Inc.
    Chicago, IL
    Chicago, IL
    Indianapolis, IN
    Fishers (Indianapolis), IN
    Phoenix, AZ
    Westlake, TX
    Austin, TX
    Austin, TX
    Fort Worth, TX
    Fort Worth, TX
    Phoenix, AZ
    Fort Worth, TX
    Westlake, TX
    Westlake, TX
Other Businesses

OBA-90837|OrgNmn:SheroShift|Org Addr:Phoenix,Arizona,US|OBA Nature:Sheroshift provides coaching a|Invst Rel:N|Title:Sole Proprietor|Duties:I am the owner and sole employee. The time to the business varies based on demand and will not interfere with my Fidelity hours|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-07
S63 Uniform Securities Agent State Law Examination 2006-07-20
  • S66 Uniform Combined State Law Examination
    2009-10-07
  • S63 Uniform Securities Agent State Law Examination
    2006-07-20
Other Names
  • Taeshima Renee White
  • Taeshima R White-Newton
  • Taeshima Renee White-Newton
  • Taeshima White-Newton

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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