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Dallas Beckwith

Strategic Advisers LLC

Seattle, WA

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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
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Seattle, WA • 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
United States Army National Guard Seattle WA 04/2016 Present
Butler Seattle Valet Seattle WA 06/2018 06/2021
University Of Arizona Tucson AZ 08/2018 05/2020
Morgan Stanley Bellevue WA 06/2017 07/2018
Washington State University Pullman WA 08/2015 05/2017
Bellevue Boys And Girls Club Bellevue WA 11/2018 04/2019
Issaquah Parks And Recreation Issaquah WA 01/2019 03/2019
Fidelity Investments Seattle WA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → Present
    United States Army National Guard
    Seattle, WA
  • 06/2018 → 06/2021
    Butler Seattle Valet
    Seattle, WA
  • 08/2018 → 05/2020
    University Of Arizona
    Tucson, AZ
  • 06/2017 → 07/2018
    Morgan Stanley
    Bellevue, WA
  • 08/2015 → 05/2017
    Washington State University
    Pullman, WA
  • 11/2018 → 04/2019
    Bellevue Boys And Girls Club
    Bellevue, WA
  • 01/2019 → 03/2019
    Issaquah Parks And Recreation
    Issaquah, WA
  • 06/2021 → Present
    Fidelity Investments
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-16
  • S66 Uniform Combined State Law Examination
    2023-01-16
Other Names
  • Dallas Charles Beckwith
  • Dallas Beckwith

View on SEC IAPD

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