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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

The Colony, 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 A&M University-Commerce Commerce TX 08/2018 06/2022
Modern Woodmen Fraternal Financial Denton TX 06/2021 08/2021
Carevide Greenville TX 06/2021 08/2021
Unemployed Commerce TX 10/2010 08/2018
Fidelity Investments Westlake TX 06/2022 03/2024
Fidelity Investments Plano TX 10/2025 Present
Syneos Health Fort Worth TX 04/2024 07/2025
Unemployed The Colony TX 07/2025 10/2025
  • 08/2018 → 06/2022
    Texas A&M University-Commerce
    Commerce, TX
  • 06/2021 → 08/2021
    Modern Woodmen Fraternal Financial
    Denton, TX
  • 06/2021 → 08/2021
    Carevide
    Greenville, TX
  • 10/2010 → 08/2018
    Unemployed
    Commerce, TX
  • 06/2022 → 03/2024
    Fidelity Investments
    Westlake, TX
  • 10/2025 → Present
    Fidelity Investments
    Plano, TX
  • 04/2024 → 07/2025
    Syneos Health
    Fort Worth, TX
  • 07/2025 → 10/2025
    Unemployed
    The Colony, TX
Previous Registrations
  • 2022-11-09 → 2024-03-29
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-124006|OrgNmn:Mulligan Golf Company LLC|Org Addr:Odessa,Texas,US|OBA Nature:Golf apparel company|Invst Rel:N|Title:Partner|Duties:Designing apparel, maintaining website and social media, packaging and shipping orders|StrtDt:05-07-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
  • S66 Uniform Combined State Law Examination
    2022-11-01
Other Names
  • Nolan Edward Myers
  • Nolan Myers

View on SEC IAPD

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