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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

Plano, 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
Exp Realty, Llc Dallas TX 03/2019 04/2022
Sebastian Ventures, Llc Dallas TX 02/2020 04/2022
Towne Park, Llc Dallas TX 03/2019 11/2019
Innovo Medical Group, Llc Dallas TX 08/2016 09/2018
None Dallas TX 10/2018 02/2019
Fidelity Brokerage Services, Llc Westlake TX 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 04/2022
    Exp Realty, Llc
    Dallas, TX
  • 02/2020 → 04/2022
    Sebastian Ventures, Llc
    Dallas, TX
  • 03/2019 → 11/2019
    Towne Park, Llc
    Dallas, TX
  • 08/2016 → 09/2018
    Innovo Medical Group, Llc
    Dallas, TX
  • 10/2018 → 02/2019
    None
    Dallas, TX
  • 04/2022 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-68239|OrgNmn:Sebastian Ventures, LLC|Org Addr:Dallas,Texas,US|OBA Nature:This is an LLC owned 100% by m|Invst Rel:Y|Title:Partner|Duties:I identify properites that work as an investment and act as the licensed realtor (through EXP Realty) to purchase, then list the home for sale|StrtDt:05-02-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-68288|OrgNmn:Forza Partners, LLC|Org Addr:Colleyvill,Texas,US|OBA Nature:This company has provided a si|Invst Rel:N|Title:Member of Board of Directors (The|Duties:Board Member and investor, but basically no involvement other than year end accounting. Major decisions as need, but extremely rare. |StrtDt:03-14-14|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12
Other Names
  • Rhett Jones

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