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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

Fulshear, TX • United States

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • 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
Equitable Advisors, Llc New York NY 09/2022 11/2022
United States Gold Bureau Leander TX 07/2019 07/2022
University Of Texas At Austin Austin TX 08/2016 12/2019
Varsity Tutors Austin TX 03/2018 02/2019
University Co-Op Austin TX 07/2018 08/2018
Harvest Market Katy TX 11/2017 01/2018
Grace Fellowship Church Katy TX 05/2017 08/2017
Walgreens Katy TX 06/2016 06/2017
Unemployed Austin TX 07/2022 08/2022
Fidelity Investments Austin TX 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 11/2022
    Equitable Advisors, Llc
    New York, NY
  • 07/2019 → 07/2022
    United States Gold Bureau
    Leander, TX
  • 08/2016 → 12/2019
    University Of Texas At Austin
    Austin, TX
  • 03/2018 → 02/2019
    Varsity Tutors
    Austin, TX
  • 07/2018 → 08/2018
    University Co-Op
    Austin, TX
  • 11/2017 → 01/2018
    Harvest Market
    Katy, TX
  • 05/2017 → 08/2017
    Grace Fellowship Church
    Katy, TX
  • 06/2016 → 06/2017
    Walgreens
    Katy, TX
  • 07/2022 → 08/2022
    Unemployed
    Austin, TX
  • 12/2022 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fulshear, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-27
S63 Uniform Securities Agent State Law Examination 2023-01-30
  • S66 Uniform Combined State Law Examination
    2023-06-27
  • S63 Uniform Securities Agent State Law Examination
    2023-01-30

View on SEC IAPD

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