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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

Irving, 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
Roto Rooter Irving TX 10/2022 10/2023
Amerisave Mortgage Corporation Plano TX 06/2022 09/2022
Wyndham Capital Mortgage Inc Dallas TX 08/2021 06/2022
Citizens Bank National Association Irving TX 05/2021 08/2021
American Financial Network Inc. Dallas TX 07/2020 05/2021
Nationstar Mortgage Llc Dba Mr. Cooper Lewisville TX 06/2017 05/2020
Boys And Girls Club Fayetteville AR 08/2013 12/2018
Fidelity Investments Westlake TX 10/2023 Present
University Of Arkansas Fayetteville AR 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 10/2023
    Roto Rooter
    Irving, TX
  • 06/2022 → 09/2022
    Amerisave Mortgage Corporation
    Plano, TX
  • 08/2021 → 06/2022
    Wyndham Capital Mortgage Inc
    Dallas, TX
  • 05/2021 → 08/2021
    Citizens Bank National Association
    Irving, TX
  • 07/2020 → 05/2021
    American Financial Network Inc.
    Dallas, TX
  • 06/2017 → 05/2020
    Nationstar Mortgage Llc Dba Mr. Cooper
    Lewisville, TX
  • 08/2013 → 12/2018
    Boys And Girls Club
    Fayetteville, AR
  • 10/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2013 → 05/2017
    University Of Arkansas
    Fayetteville, AR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-01
  • S66 Uniform Combined State Law Examination
    2024-06-01
Other Names
  • Joshua Caver
  • Joshua L'MAdre Caver

View on SEC IAPD

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