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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

Mansfield, 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
Aaa Cooper Transportation Grand Prairie TX 06/2022 09/2022
Fedex Freight Inc. Irving TX 04/2018 06/2022
Averitt Express Grand Prairie TX 08/2021 10/2021
Self-Employed Cleaning Business West Lafayette IN 08/2018 08/2018
United States Marine Corps Oceanside CA 04/2014 04/2018
Fidelity Investments Westlake TX 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 09/2022
    Aaa Cooper Transportation
    Grand Prairie, TX
  • 04/2018 → 06/2022
    Fedex Freight Inc.
    Irving, TX
  • 08/2021 → 10/2021
    Averitt Express
    Grand Prairie, TX
  • 08/2018 → 08/2018
    Self-Employed Cleaning Business
    West Lafayette, IN
  • 04/2014 → 04/2018
    United States Marine Corps
    Oceanside, CA
  • 10/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-125674|OrgNmn:Uber eats |Org Addr:Mansfield,Texas,US|OBA Nature:1099 food delivery driver |Invst Rel:N|Title:Independent Contractor|Duties:deliver food and products for clients using uber eats application on my phone. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-92815|OrgNmn:Door Dasher|Org Addr:Mansfield,Texas,US|OBA Nature:Dasher delivering food to cust|Invst Rel:N|Title:Independent Contractor|Duties:completing deliveries to customers|StrtDt:09-19-22|TotHrs/mon:20|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
S63 Uniform Securities Agent State Law Examination 2023-04-21
  • S66 Uniform Combined State Law Examination
    2024-02-23
  • S63 Uniform Securities Agent State Law Examination
    2023-04-21
Other Names
  • Pedro Martinez Martinez
  • Pedro Martinez

View on SEC IAPD

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