Best Investors Account Sign in

Cody Hernandez

Strategic Advisers LLC

Westlake, TX

Lewisville, TX

Claim This Profile
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

Lewisville, 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
Blue Goose Cantina Grapevine TX 11/2013 01/2019
Choptank Transport Allen TX 04/2018 08/2020
Caliber Home Loans Coppell TX 08/2020 01/2022
Supreme Lending Addison TX 02/2022 03/2022
Unemployed Lewisville TX 04/2022 05/2022
Fidelity Investments Westlake TX 05/2022 Present
Amway Lewisville TX 11/2016 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 01/2019
    Blue Goose Cantina
    Grapevine, TX
  • 04/2018 → 08/2020
    Choptank Transport
    Allen, TX
  • 08/2020 → 01/2022
    Caliber Home Loans
    Coppell, TX
  • 02/2022 → 03/2022
    Supreme Lending
    Addison, TX
  • 04/2022 → 05/2022
    Unemployed
    Lewisville, TX
  • 05/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2016 → 05/2022
    Amway
    Lewisville, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-108334|OrgNmn:CHWIRELESSVENTURES LLC|Org Addr:LEWISVILLE,Texas,US|OBA Nature:Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Working on the weekend getting internet set up for new residents. |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-23
  • S66 Uniform Combined State Law Examination
    2023-01-23
Other Names
  • Cody Lee Hernandez
  • Cody Hernandez

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor