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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-11
  • TX RA
    APPROVED
    Since 2026-02-11

Branch Locations

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

Fort Worth, 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 10/2022 Present
Kroger Co. Fort Worth TX 09/2012 10/2022
  • 10/2022 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 09/2012 → 10/2022
    Kroger Co.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
S63 Uniform Securities Agent State Law Examination 2023-02-13
  • S66 Uniform Combined State Law Examination
    2026-01-16
  • S63 Uniform Securities Agent State Law Examination
    2023-02-13
Other Names
  • Mcgee
  • Ciarra Orallo

View on SEC IAPD

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