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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

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States

Webster, 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
Meletio Lighting And Electric Dallas TX 06/2017 08/2017
Meletio Lighting And Electric Dallas TX 06/2018 08/2018
Meletio Lighting And Electric Dallas TX 06/2019 08/2019
Meletio Lighting And Electric Dallas TX 06/2020 08/2020
Meletio Lighting And Electric Dallas TX 12/2020 10/2021
Texas A&M University College Station TX 08/2016 05/2017
Texas A&M University College Station TX 08/2017 05/2018
Texas A&M University College Station TX 08/2018 05/2019
Texas A&M University College Station TX 08/2019 05/2020
Texas A&M University College Station TX 08/2020 12/2020
Fideliy Investments Westlake TX 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Meletio Lighting And Electric
    Dallas, TX
  • 06/2018 → 08/2018
    Meletio Lighting And Electric
    Dallas, TX
  • 06/2019 → 08/2019
    Meletio Lighting And Electric
    Dallas, TX
  • 06/2020 → 08/2020
    Meletio Lighting And Electric
    Dallas, TX
  • 12/2020 → 10/2021
    Meletio Lighting And Electric
    Dallas, TX
  • 08/2016 → 05/2017
    Texas A&M University
    College Station, TX
  • 08/2017 → 05/2018
    Texas A&M University
    College Station, TX
  • 08/2018 → 05/2019
    Texas A&M University
    College Station, TX
  • 08/2019 → 05/2020
    Texas A&M University
    College Station, TX
  • 08/2020 → 12/2020
    Texas A&M University
    College Station, TX
  • 11/2021 → Present
    Fideliy Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Coppell, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10

View on SEC IAPD

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