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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-29
  • TX RA
    APPROVED
    Since 2026-07-29

Branch Locations

One Destiny Way, Westlake, TX 76262 • United States

Fort Worth, 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
El Rancho Resturant Fortworth TX 05/2018 07/2018
Castleberry Highschool River Oaks TX 08/2016 07/2020
Fidelity Investments Westlake TX 04/2025 Present
The Home Depot Lake Worth TX 02/2020 09/2020
Thenorthface San Marcos TX 08/2022 02/2025
Park Place Of Fortworth. Fortworth TX 09/2020 08/2022
Onemain Financial Lake Worth TX 02/2025 03/2025
  • 05/2018 → 07/2018
    El Rancho Resturant
    Fortworth, TX
  • 08/2016 → 07/2020
    Castleberry Highschool
    River Oaks, TX
  • 04/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 02/2020 → 09/2020
    The Home Depot
    Lake Worth, TX
  • 08/2022 → 02/2025
    Thenorthface
    San Marcos, TX
  • 09/2020 → 08/2022
    Park Place Of Fortworth.
    Fortworth, TX
  • 02/2025 → 03/2025
    Onemain Financial
    Lake Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-27
S63 Uniform Securities Agent State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2026-07-27
  • S63 Uniform Securities Agent State Law Examination
    2025-08-29

View on SEC IAPD

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