Best Investors Account Sign in

Lawrence Yan

Strategic Advisers LLC

Argyle, TX

Westlake, TX

Claim This Profile
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

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 06/2021 Present
In-N-Out Burger Grapevine TX 09/2016 06/2021
Sam'S Club Grapevine TX 08/2012 09/2016
Uncle Julio's Grapevine TX 01/2017 04/2017
Uber Technologies, Inc. Grapevine TX 01/2020 06/2021
Amazon Fba Grapevine TX 04/2020 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 09/2016 → 06/2021
    In-N-Out Burger
    Grapevine, TX
  • 08/2012 → 09/2016
    Sam'S Club
    Grapevine, TX
  • 01/2017 → 04/2017
    Uncle Julio's
    Grapevine, TX
  • 01/2020 → 06/2021
    Uber Technologies, Inc.
    Grapevine, TX
  • 04/2020 → 06/2021
    Amazon Fba
    Grapevine, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-124739|OrgNmn:Amazon Flex|Org Addr:Argyle,Texas,US|OBA Nature:Rideshare/Delivery|Invst Rel:N|Title:Delivery Driver|Duties:Delivering packages|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-111784|OrgNmn:Kilwin's|Org Addr:Grapevine,Texas,US|OBA Nature:Dessert Shop|Invst Rel:N|Title:Employee|Duties:Supervisor duties|StrtDt:|TotHrs/mon:52|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-29
S63 Uniform Securities Agent State Law Examination 2022-03-21
  • S66 Uniform Combined State Law Examination
    2024-02-29
  • S63 Uniform Securities Agent State Law Examination
    2022-03-21
Other Names
  • Lawrence Angelo Yan
  • Lawrence Yan

View on SEC IAPD

More in Argyle, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor