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Olivia Lopez

Strategic Advisers LLC

Westlake, TX

Arlington, 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

Arlington, 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
Texas Roadhouse Grand Prairie TX 12/2015 04/2018
The Cheesecake Factory Arlington TX 07/2018 09/2018
Hooters Arlington TX 09/2018 09/2019
The Social House Arlington TX 09/2019 12/2019
Gm Financial Arlignton TX 12/2019 07/2020
El Arroyo Arlington TX 05/2018 05/2018
Saltgrass Grapevine TX 07/2020 07/2020
Herreras Cafe Dallas TX 02/2021 02/2021
The Ginger Man Irving TX 04/2021 05/2021
The Skellig Dallas TX 09/2020 01/2021
Standard Service Dallas TX 05/2021 12/2021
Bridgecrest Fort Worth TX 09/2021 05/2022
Fidelity Investments Westlake TX 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 04/2018
    Texas Roadhouse
    Grand Prairie, TX
  • 07/2018 → 09/2018
    The Cheesecake Factory
    Arlington, TX
  • 09/2018 → 09/2019
    Hooters
    Arlington, TX
  • 09/2019 → 12/2019
    The Social House
    Arlington, TX
  • 12/2019 → 07/2020
    Gm Financial
    Arlignton, TX
  • 05/2018 → 05/2018
    El Arroyo
    Arlington, TX
  • 07/2020 → 07/2020
    Saltgrass
    Grapevine, TX
  • 02/2021 → 02/2021
    Herreras Cafe
    Dallas, TX
  • 04/2021 → 05/2021
    The Ginger Man
    Irving, TX
  • 09/2020 → 01/2021
    The Skellig
    Dallas, TX
  • 05/2021 → 12/2021
    Standard Service
    Dallas, TX
  • 09/2021 → 05/2022
    Bridgecrest
    Fort Worth, TX
  • 05/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-24
  • S66 Uniform Combined State Law Examination
    2023-02-24
Other Names
  • Olivia Marie Lopez
  • Olivia Lopez

View on SEC IAPD

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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

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