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Parker Marshall

Strategic Advisers LLC

Westlake, TX

Benbrook, 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

Benbrook, 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
Unemployed Forestburg TX 01/2012 02/2017
Sonic Nocona TX 03/2017 08/2017
Unemployed College Station TX 09/2017 09/2018
Full Time Student College Station TX 09/2018 12/2018
Jimmy Johns Stephenville TX 01/2019 08/2021
Rocking P Bar Stephenville TX 06/2021 08/2021
Law Office Of Lee Tatum Gainesville TX 02/2021 05/2021
Boomer Benefits Fort Worth TX 06/2021 07/2022
Fidelity Investments Westlake TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → 02/2017
    Unemployed
    Forestburg, TX
  • 03/2017 → 08/2017
    Sonic
    Nocona, TX
  • 09/2017 → 09/2018
    Unemployed
    College Station, TX
  • 09/2018 → 12/2018
    Full Time Student
    College Station, TX
  • 01/2019 → 08/2021
    Jimmy Johns
    Stephenville, TX
  • 06/2021 → 08/2021
    Rocking P Bar
    Stephenville, TX
  • 02/2021 → 05/2021
    Law Office Of Lee Tatum
    Gainesville, TX
  • 06/2021 → 07/2022
    Boomer Benefits
    Fort Worth, TX
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-23
  • S66 Uniform Combined State Law Examination
    2023-05-23
Other Names
  • Parker Stephen Marshall
  • Parker Marshall

View on SEC IAPD

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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

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