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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

Houston, 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
Wells Fargo Bank, Na Houston TX 05/2015 04/2021
Fidelity Investments Westlake TX 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 04/2021
    Wells Fargo Bank, Na
    Houston, TX
  • 04/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-130929|OrgNmn:Uber eats|Org Addr:San Franci,California,US|OBA Nature:Delivery|Invst Rel:N|Title:Employee|Duties:Pick up and deliver food|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-09
S63 Uniform Securities Agent State Law Examination 2016-10-18
  • S65 Uniform Investment Adviser Law Examination
    2016-11-09
  • S63 Uniform Securities Agent State Law Examination
    2016-10-18
Other Names
  • Adrian Johnson
  • Adrian Ray Johnson

View on SEC IAPD

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