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Samantha Tovias

Strategic Advisers LLC

Westlake, TX

Ponder, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-07
  • TX RA
    APPROVED
    Since 2026-08-07

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Ponder, 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
Lewisville High School Lewisville TX 01/2016 01/2017
Chick Fil A Lewisville TX 01/2017 01/2019
First Convenience Bank Lewisville TX 01/2019 11/2024
Fidelity Investments Westlake TX 12/2024 Present
  • 01/2016 → 01/2017
    Lewisville High School
    Lewisville, TX
  • 01/2017 → 01/2019
    Chick Fil A
    Lewisville, TX
  • 01/2019 → 11/2024
    First Convenience Bank
    Lewisville, TX
  • 12/2024 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-04
  • S66 Uniform Combined State Law Examination
    2026-08-04

View on SEC IAPD

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