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Kali N. Casas

Strategic Advisers LLC

Westlake, TX

Grapevine, 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

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

Grapevine, 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
K & A Swing Dance Professionals Hurst TX 08/2015 04/2022
Wild Bill's Western Store Dallas TX 03/2012 08/2021
Dance With Me Southlake TX 11/2020 01/2022
Gbd Adventures Inc. Double Oak TX 04/2022 04/2022
Fidelity Investments Westlake TX 04/2022 Present
Ever Dance Arlington TX 01/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 04/2022
    K & A Swing Dance Professionals
    Hurst, TX
  • 03/2012 → 08/2021
    Wild Bill's Western Store
    Dallas, TX
  • 11/2020 → 01/2022
    Dance With Me
    Southlake, TX
  • 04/2022 → 04/2022
    Gbd Adventures Inc.
    Double Oak, TX
  • 04/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2018 → 12/2018
    Ever Dance
    Arlington, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2023-05-16
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08
Other Names
  • Kali Nicole Casas
  • Kali Casas

View on SEC IAPD

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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

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