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Binod Raj Joshi

Strategic Advisers LLC

Northlake, TX

Westlake, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Northlake, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Jpmorgan Securities Llc Carrollton TX 09/2016 04/2022
Jpmorgan Chase Carrollton TX 02/2014 09/2016
Instructional Connections, Llc> Dallas TX 05/2020 05/2022
Citizens Securities, Inc Westwood MA 05/2022 10/2022
Citizens Bank, N.A Irving TX 05/2022 10/2022
Citizens Securities, Inc Westwood MA 10/2022 11/2023
Citizens Bank, N.A Irving TX 10/2022 11/2023
Fidelity Investments Westlake TX 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 04/2022
    Jpmorgan Securities Llc
    Carrollton, TX
  • 02/2014 → 09/2016
    Jpmorgan Chase
    Carrollton, TX
  • 05/2020 → 05/2022
    Instructional Connections, Llc>
    Dallas, TX
  • 05/2022 → 10/2022
    Citizens Securities, Inc
    Westwood, MA
  • 05/2022 → 10/2022
    Citizens Bank, N.A
    Irving, TX
  • 10/2022 → 11/2023
    Citizens Securities, Inc
    Westwood, MA
  • 10/2022 → 11/2023
    Citizens Bank, N.A
    Irving, TX
  • 12/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2022-09-12 → 2023-11-13
    Citizens Securities, Inc.
    Irving, TX
    Irving, TX
    Syracuse, NY
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-10
S63 Uniform Securities Agent State Law Examination 2016-12-19
  • S65 Uniform Investment Adviser Law Examination
    2022-09-10
  • S63 Uniform Securities Agent State Law Examination
    2016-12-19
Other Names
  • Binod Raj Joshi
  • Binod Joshi

View on SEC IAPD

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