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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2026-02-27
WA RA APPROVED 2026-02-23
TX RA APPROVED 2025-03-31
  • AK RA
    APPROVED
    Since 2026-02-27
  • WA RA
    APPROVED
    Since 2026-02-23
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Roanoke, 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 Westlake TX 08/2022 Present
Magnolia Audio Video/ Best Buy Frisco TX 07/2017 08/2022
Best Buy Westminster CO 07/2016 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity
    Westlake, TX
  • 07/2017 → 08/2022
    Magnolia Audio Video/ Best Buy
    Frisco, TX
  • 07/2016 → 07/2017
    Best Buy
    Westminster, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-08
  • S66 Uniform Combined State Law Examination
    2023-08-08

View on SEC IAPD

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