Lisa Jeannine Thorn

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Euless, 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2017	12/2018
Unemployed	Euless	TX	07/2016	01/2017
Td Ameritrade	Southlake	TX	01/2019	01/2021
Ayco	Dallas	TX	01/2021	05/2022
Horn Solutions, Inc.	Dallas	TX	05/2022	02/2023
Unemployed	Euless	TX	02/2023	03/2023
Fidelity Investments	Westlake	TX	03/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2017 → 12/2018

Edward Jones

St Louis, MO
07/2016 → 01/2017

Unemployed

Euless, TX
01/2019 → 01/2021

Td Ameritrade

Southlake, TX
01/2021 → 05/2022

Ayco

Dallas, TX
05/2022 → 02/2023

Horn Solutions, Inc.

Dallas, TX
02/2023 → 03/2023

Unemployed

Euless, TX
03/2023 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2021-05-24 → 2022-11-29

Goldman Sachs Wealth Services, L.P.

Dallas, TX
2017-05-12 → 2018-12-26

Edward Jones

Euless, TX

St Louis, MO

Euless, TX

Irving, TX

Irving, TX

Irving, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-11

S66 Uniform Combined State Law Examination

2017-03-11

Other Names

Lisa Jeannine Thorn
Lisa Thorn

View on SEC IAPD

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