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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

One Destiny Way, Westlake, TX 76262-8103 • United States

Justin, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Justin, 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
Fidelity Investments Westlake TX 08/2020 Present
Fort Worth Overflow Shelter Fort Worth TX 07/2020 08/2020
Hand And Stone Massage And Facial Spa Arlington TX 05/2020 07/2020
Green Oaks Physical Therapy Arlington TX 11/2019 05/2020
Tmc Rehabilitation Arlington TX 08/2019 11/2019
Hand And Stone Massage And Facial Spa Arlington TX 04/2019 08/2019
Envision Healthcare Arlington TX 02/2019 04/2019
Starbucks Arlington TX 11/2018 02/2019
American Eagle Wichita Falls TX 08/2018 11/2018
Target Euless TX 03/2018 03/2018
Bath And Body Works Arlington TX 04/2017 08/2018
Lamar High School Arlington TX 01/2017 04/2017
Nothing Bundt Cakes Arlington TX 11/2016 01/2017
Lamar High School Arlington TX 08/2014 11/2016
Midwestern State University Wichita Falls TX 08/2017 05/2018
Tarrant County College Hurst TX 08/2018 05/2019
University Of Texas At Arlington Arlington TX 08/2019 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2020 → 08/2020
    Fort Worth Overflow Shelter
    Fort Worth, TX
  • 05/2020 → 07/2020
    Hand And Stone Massage And Facial Spa
    Arlington, TX
  • 11/2019 → 05/2020
    Green Oaks Physical Therapy
    Arlington, TX
  • 08/2019 → 11/2019
    Tmc Rehabilitation
    Arlington, TX
  • 04/2019 → 08/2019
    Hand And Stone Massage And Facial Spa
    Arlington, TX
  • 02/2019 → 04/2019
    Envision Healthcare
    Arlington, TX
  • 11/2018 → 02/2019
    Starbucks
    Arlington, TX
  • 08/2018 → 11/2018
    American Eagle
    Wichita Falls, TX
  • 03/2018 → 03/2018
    Target
    Euless, TX
  • 04/2017 → 08/2018
    Bath And Body Works
    Arlington, TX
  • 01/2017 → 04/2017
    Lamar High School
    Arlington, TX
  • 11/2016 → 01/2017
    Nothing Bundt Cakes
    Arlington, TX
  • 08/2014 → 11/2016
    Lamar High School
    Arlington, TX
  • 08/2017 → 05/2018
    Midwestern State University
    Wichita Falls, TX
  • 08/2018 → 05/2019
    Tarrant County College
    Hurst, TX
  • 08/2019 → 08/2020
    University Of Texas At Arlington
    Arlington, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-25
S63 Uniform Securities Agent State Law Examination 2021-05-10
  • S66 Uniform Combined State Law Examination
    2023-10-25
  • S63 Uniform Securities Agent State Law Examination
    2021-05-10
Other Names
  • Casey Lynn Noel
  • Casey Noel

View on SEC IAPD

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