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Bryan Perez

Strategic Advisers LLC

Justin, 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 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

Justin, 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 02/2023 Present
Unemployed Justin TX 11/2022 02/2023
Uvalle Law Firm Pllc Dallas TX 07/2020 11/2022
Lifetime Fitness Plano TX 04/2019 07/2020
Instacart And Amway Flower Mound TX 11/2018 04/2019
Health Resource Center Flower Mound TX 02/2018 11/2018
Lifetime Fitness Flower Mound TX 03/2017 02/2018
Famous Footwear Grapevine TX 04/2016 03/2017
  • 02/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 11/2022 → 02/2023
    Unemployed
    Justin, TX
  • 07/2020 → 11/2022
    Uvalle Law Firm Pllc
    Dallas, TX
  • 04/2019 → 07/2020
    Lifetime Fitness
    Plano, TX
  • 11/2018 → 04/2019
    Instacart And Amway
    Flower Mound, TX
  • 02/2018 → 11/2018
    Health Resource Center
    Flower Mound, TX
  • 03/2017 → 02/2018
    Lifetime Fitness
    Flower Mound, TX
  • 04/2016 → 03/2017
    Famous Footwear
    Grapevine, TX
Other Businesses

OBA-96349|OrgNmn:Amway Corporation |Org Addr:Justin, TX,Texas,US|OBA Nature:Provide Lifestyle products for|Invst Rel:N|Title:Sole Proprietor|Duties:None outside of selling products. Since I am acting as a business owner, I have the choice to do or not do it. |StrtDt:01-03-18|TotHrs/mon:40|TrdHrs/mon:0|OBA-96422|OrgNmn:Instacart |Org Addr:Justin, TX,Texas,US|OBA Nature:Grocery delivery services|Invst Rel:N|Title:Sole Proprietor|Duties:Acts as a its own business owner. Nothing that I do not want to do. |StrtDt:11-27-18|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-11
S63 Uniform Securities Agent State Law Examination 2023-07-19
  • S66 Uniform Combined State Law Examination
    2025-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-07-19
Other Names
  • Bryan Javier Perez
  • Bryan Perez

View on SEC IAPD

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