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Sheila Simpsen

Strategic Advisers LLC

North Richland Hills, TX

Irving, 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

North Richland Hills, TX • United States

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • 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
Core Life Linthicum Heights MD 11/2021 04/2022
E Flo Restaurant Group Llc Dba Chick-Fil-A Heritage Towne Crossi Euless TX 08/2020 10/2021
Sole Proprietor & Dog With A Bone Llc North Richland Hills TX 08/2014 04/2022
Fidelity Investments Westlake TX 06/2022 Present
Michaels Stores Inc. Irving TX 03/2020 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 04/2022
    Core Life
    Linthicum Heights, MD
  • 08/2020 → 10/2021
    E Flo Restaurant Group Llc Dba Chick-Fil-A Heritage Towne Crossi
    Euless, TX
  • 08/2014 → 04/2022
    Sole Proprietor & Dog With A Bone Llc
    North Richland Hills, TX
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2020 → 06/2020
    Michaels Stores Inc.
    Irving, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irving, TX
    North Richland Hills, TX
Other Businesses

OBA-69350|OrgNmn:Dog With a Bone LLC|Org Addr:North Rich,Texas,US|OBA Nature:Residential real estate referr|Invst Rel:Y|Title:Agent (for the LLC) and Sales Age|Duties:I have not actively worked with buyers or sellers since May 2020 and do not intend to. There are no duties or obligations for my outside activ|StrtDt:06-13-22|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
S63 Uniform Securities Agent State Law Examination 2022-10-10
  • S66 Uniform Combined State Law Examination
    2024-08-01
  • S63 Uniform Securities Agent State Law Examination
    2022-10-10
Other Names
  • Sheila Lynn Shupp
  • Sheila Lynn Bobbitt
  • Sheila Shupp
  • Sheila Lynn Simpsen

View on SEC IAPD

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