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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

Trophy Club, TX • United States

Trophy Club, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fort Worth Isd Fort Worth TX 06/2021 07/2022
Guanghua Cambridge International School Wuxi 01/2017 11/2019
Jiangsu College Of International Education Of Nanjing Nanjing 01/2014 12/2016
Uber Fort Worth TX 01/2020 06/2021
Fidelity Brokerage Services Fort Worth TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 07/2022
    Fort Worth Isd
    Fort Worth, TX
  • 01/2017 → 11/2019
    Guanghua Cambridge International School
    Wuxi
  • 01/2014 → 12/2016
    Jiangsu College Of International Education Of Nanjing
    Nanjing
  • 01/2020 → 06/2021
    Uber
    Fort Worth, TX
  • 07/2022 → Present
    Fidelity Brokerage Services
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Flower Mound, TX
Other Businesses

OBA-122158|OrgNmn:Uber|Org Addr:Trophy Clu,Texas,US|OBA Nature:Uber Driver|Invst Rel:N|Title:Independent Contractor|Duties:Transport service|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2023-06-11
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2023-06-11
Other Names
  • Hart Paul Ponder
  • Hart Ponder

View on SEC IAPD

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