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Rogan Wynn

Strategic Advisers LLC

North Richland Hills, 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

North Richland Hills, 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
Discount Tire Company Keller TX 10/2017 09/2021
Fidelity Investments Westlake TX 09/2021 Present
University Of North Texas Denton TX 01/2019 05/2021
Tarrant County College Hurst TX 06/2017 01/2019
Homeschool North Richland Hills TX 04/2012 06/2017
United States Tennis Association Austin TX 09/2017 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 09/2021
    Discount Tire Company
    Keller, TX
  • 09/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2019 → 05/2021
    University Of North Texas
    Denton, TX
  • 06/2017 → 01/2019
    Tarrant County College
    Hurst, TX
  • 04/2012 → 06/2017
    Homeschool
    North Richland Hills, TX
  • 09/2017 → 09/2019
    United States Tennis Association
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-12
  • S66 Uniform Combined State Law Examination
    2022-08-12

View on SEC IAPD

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