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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

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Houston, 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
E*Trade Securities Llc Alpharetta GA 09/2022 10/2023
At&T Inc. Morrow GA 10/2020 09/2022
Unemployed N/A GA 12/2019 09/2020
Hampton University Full Time-Student Hampton VA 08/2015 12/2019
Intrepid Marketing Atlanta GA 09/2020 09/2020
Morgan Stanley Alpharetta GA 09/2023 10/2023
Fidelity Investments The Woodlands TX 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 10/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 10/2020 → 09/2022
    At&T Inc.
    Morrow, GA
  • 12/2019 → 09/2020
    Unemployed
    N/A, GA
  • 08/2015 → 12/2019
    Hampton University Full Time-Student
    Hampton, VA
  • 09/2020 → 09/2020
    Intrepid Marketing
    Atlanta, GA
  • 09/2023 → 10/2023
    Morgan Stanley
    Alpharetta, GA
  • 11/2023 → Present
    Fidelity Investments
    The Woodlands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
    Spring, TX
Other Businesses

OBA-104798|OrgNmn:Sneaker Reseller|Org Addr:Spring,Texas,US|OBA Nature:The business entails selling s|Invst Rel:N|Title:N/A|Duties:N/A|StrtDt:04-20-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-06
S63 Uniform Securities Agent State Law Examination 2023-06-14
  • S66 Uniform Combined State Law Examination
    2025-02-06
  • S63 Uniform Securities Agent State Law Examination
    2023-06-14
Other Names
  • Devin O Thurmond
  • Devin Thurmond

View on SEC IAPD

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