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Ryan Pennington Westmoreland

Strategic Advisers LLC

Fort Worth, TX

Fort Worth, TX

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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

2933 West 7Th St., Fort Worth, TX 76107-2221 • 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
Unemployed Keller TX 06/1999 05/2017
Sky Creek Golf Club Keller TX 05/2017 08/2017
Austin Community College Austin TX 08/2017 08/2018
St. Edward's University Austin TX 08/2018 08/2022
Town Parke Austin TX 06/2022 08/2022
Unemployed Keller TX 08/2022 11/2022
Thrivent Investment Management Inc Minneapolis MN 11/2022 05/2023
Thrivent Financial Appleton WI 02/2023 05/2023
Fidelity Investments Fort Worth TX 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1999 → 05/2017
    Unemployed
    Keller, TX
  • 05/2017 → 08/2017
    Sky Creek Golf Club
    Keller, TX
  • 08/2017 → 08/2018
    Austin Community College
    Austin, TX
  • 08/2018 → 08/2022
    St. Edward's University
    Austin, TX
  • 06/2022 → 08/2022
    Town Parke
    Austin, TX
  • 08/2022 → 11/2022
    Unemployed
    Keller, TX
  • 11/2022 → 05/2023
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 02/2023 → 05/2023
    Thrivent Financial
    Appleton, WI
  • 06/2023 → Present
    Fidelity Investments
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
S63 Uniform Securities Agent State Law Examination 2023-03-24
  • S66 Uniform Combined State Law Examination
    2024-04-25
  • S63 Uniform Securities Agent State Law Examination
    2023-03-24
Other Names
  • Ryan Pennington Westmoreland
  • Ryan Westmoreland

View on SEC IAPD

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INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

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RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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