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James Ryan Carroll

Strategic Advisers LLC

Argyle, TX

Westlake, 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

Argyle, 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
Builders First Source Arlington TX 11/2022 12/2022
New American Funding Addison TX 04/2022 10/2022
Caliber Home Loans Coppell TX 06/2020 03/2022
Unemployed Dallas TX 03/2020 06/2020
Pak Pao Dallas TX 01/2020 02/2020
Scout Dallas TX 11/2018 12/2019
Nerdvana Frisco TX 08/2018 11/2018
Center Court Pizza And Brew Missouri City TX 06/2018 08/2018
Foster's Roanoke TX 01/2018 06/2018
Camp Gladiator Victory Austin TX 05/2017 12/2017
Taco Ocho Flowermound TX 08/2016 06/2017
Club Corp Dallas TX 08/2017 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2022 → 12/2022
    Builders First Source
    Arlington, TX
  • 04/2022 → 10/2022
    New American Funding
    Addison, TX
  • 06/2020 → 03/2022
    Caliber Home Loans
    Coppell, TX
  • 03/2020 → 06/2020
    Unemployed
    Dallas, TX
  • 01/2020 → 02/2020
    Pak Pao
    Dallas, TX
  • 11/2018 → 12/2019
    Scout
    Dallas, TX
  • 08/2018 → 11/2018
    Nerdvana
    Frisco, TX
  • 06/2018 → 08/2018
    Center Court Pizza And Brew
    Missouri City, TX
  • 01/2018 → 06/2018
    Foster's
    Roanoke, TX
  • 05/2017 → 12/2017
    Camp Gladiator Victory
    Austin, TX
  • 08/2016 → 06/2017
    Taco Ocho
    Flowermound, TX
  • 08/2017 → 11/2017
    Club Corp
    Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-27
S63 Uniform Securities Agent State Law Examination 2023-05-15
  • S66 Uniform Combined State Law Examination
    2024-03-27
  • S63 Uniform Securities Agent State Law Examination
    2023-05-15
Other Names
  • James Ryan Carroll
  • James Carroll

View on SEC IAPD

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