Best Investors Account Sign in

Joshua Hodges

Strategic Advisers LLC

Westlake, TX

Dallas, TX

Claim This Profile
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

Dallas, 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
Fidelity Brokerage Services, Llc Westlake TX 01/2022 Present
Unemployed Chesterfield MI 08/2016 06/2017
Renewal By Andersen Utica MI 06/2017 09/2017
Wayne State University Detroit MI 08/2017 12/2021
Temo Sunrooms Utica MI 08/2018 04/2019
Total Life Changes Ira MI 01/2020 06/2021
Michigan Schools & Government Credit Union Warren MI 06/2021 12/2021
Anchor Bay High School Ira MI 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 08/2016 → 06/2017
    Unemployed
    Chesterfield, MI
  • 06/2017 → 09/2017
    Renewal By Andersen
    Utica, MI
  • 08/2017 → 12/2021
    Wayne State University
    Detroit, MI
  • 08/2018 → 04/2019
    Temo Sunrooms
    Utica, MI
  • 01/2020 → 06/2021
    Total Life Changes
    Ira, MI
  • 06/2021 → 12/2021
    Michigan Schools & Government Credit Union
    Warren, MI
  • 09/2013 → 06/2017
    Anchor Bay High School
    Ira, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-13
S65 Uniform Investment Adviser Law Examination 2021-09-16
  • S66 Uniform Combined State Law Examination
    2023-02-13
  • S65 Uniform Investment Adviser Law Examination
    2021-09-16
Other Names
  • Joshua Alexander James Hodges
  • Joshua Hodges

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor