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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

Cypress, TX • United States

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • 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
Chick-Fil-A Cypress TX 10/2016 04/2021
Pepsico Pharr TX 06/2021 08/2021
Mosaic Advisor Houston TX 09/2021 12/2021
University Of Houston Houston TX 01/2022 05/2022
Fidelity Investments The Woodlands TX 05/2022 Present
Full Time Student Cypress TX 05/2012 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 04/2021
    Chick-Fil-A
    Cypress, TX
  • 06/2021 → 08/2021
    Pepsico
    Pharr, TX
  • 09/2021 → 12/2021
    Mosaic Advisor
    Houston, TX
  • 01/2022 → 05/2022
    University Of Houston
    Houston, TX
  • 05/2022 → Present
    Fidelity Investments
    The Woodlands, TX
  • 05/2012 → 09/2016
    Full Time Student
    Cypress, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-18
S63 Uniform Securities Agent State Law Examination 2022-11-08
  • S66 Uniform Combined State Law Examination
    2023-07-18
  • S63 Uniform Securities Agent State Law Examination
    2022-11-08
Designations
Other Names
  • Zach Flores
  • Antonio Zachary Flores

View on SEC IAPD

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