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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

Fort Worth, TX • United States

Two Destiny Way, Westlake, TX 76262-8100 • 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 Investments Westlake TX 11/2022 Present
Metrocrest Services Farmers Branch TX 08/2021 07/2022
Candace Valenzuela For Congress Carrollton TX 06/2020 11/2020
University Of North Texas Denton TX 06/2022 11/2022
University Of North Texas Denton TX 05/2018 05/2021
Byron Nelson High School Trophy Club TX 08/2014 09/2017
Unemployed Trophy Club TX 09/2017 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2021 → 07/2022
    Metrocrest Services
    Farmers Branch, TX
  • 06/2020 → 11/2020
    Candace Valenzuela For Congress
    Carrollton, TX
  • 06/2022 → 11/2022
    University Of North Texas
    Denton, TX
  • 05/2018 → 05/2021
    University Of North Texas
    Denton, TX
  • 08/2014 → 09/2017
    Byron Nelson High School
    Trophy Club, TX
  • 09/2017 → 05/2018
    Unemployed
    Trophy Club, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-27
  • S66 Uniform Combined State Law Examination
    2023-03-27
Other Names
  • Lauren Ann Wintermute
  • Lauren Wintermute

View on SEC IAPD

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