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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-13
  • TX RA
    APPROVED
    Since 2025-05-13

Branch Locations

Cypress, TX • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • 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
Kumon Cypress TX 06/2016 06/2017
Advocate Financial Partners Fort Worth TX 07/2022 02/2024
Fidelity Investments Burlington MA 07/2024 Present
Texas A&M University College Station TX 08/2017 12/2021
Marvinos Cypress TX 06/2017 08/2017
Pacific Advisors Dallas TX 06/2021 07/2021
Cy-Woods High School Cypress TX 08/2013 05/2017
Pacific Advisors Richardon TX 01/2022 07/2024
  • 06/2016 → 06/2017
    Kumon
    Cypress, TX
  • 07/2022 → 02/2024
    Advocate Financial Partners
    Fort Worth, TX
  • 07/2024 → Present
    Fidelity Investments
    Burlington, MA
  • 08/2017 → 12/2021
    Texas A&M University
    College Station, TX
  • 06/2017 → 08/2017
    Marvinos
    Cypress, TX
  • 06/2021 → 07/2021
    Pacific Advisors
    Dallas, TX
  • 08/2013 → 05/2017
    Cy-Woods High School
    Cypress, TX
  • 01/2022 → 07/2024
    Pacific Advisors
    Richardon, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-16
  • S66 Uniform Combined State Law Examination
    2025-04-16

View on SEC IAPD

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