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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-29
  • TX RA
    APPROVED
    Since 2025-07-29

Branch Locations

Lewisville, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 01/2023 Present
Self Employed Flower Mound TX 05/2012 01/2023
Bm2F Automotive Flower Mound TX 06/2018 07/2022
Heakin Research Lewisville TX 05/2014 09/2016
  • 01/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2012 → 01/2023
    Self Employed
    Flower Mound, TX
  • 06/2018 → 07/2022
    Bm2F Automotive
    Flower Mound, TX
  • 05/2014 → 09/2016
    Heakin Research
    Lewisville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
S63 Uniform Securities Agent State Law Examination 2023-05-15
  • S66 Uniform Combined State Law Examination
    2025-02-26
  • S63 Uniform Securities Agent State Law Examination
    2023-05-15
Other Names
  • Ryan Michael Fleck

View on SEC IAPD

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