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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

Pearland, 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
Lpl Financial Llc Houston TX 02/2018 04/2021
Jsc Federal Credit Union Houston TX 01/2012 04/2021
Fidelity Investments Friendswood TX 05/2021 Present
Bellona Holdings Llc Friendswood TX 01/2021 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 04/2021
    Houston, TX
  • 01/2012 → 04/2021
    Jsc Federal Credit Union
    Houston, TX
  • 05/2021 → Present
    Fidelity Investments
    Friendswood, TX
  • 01/2021 → 05/2021
    Bellona Holdings Llc
    Friendswood, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-07-16 → 2021-06-29
    Houston, TX
    Houston, TX
Other Businesses

OBA-59654|OrgNmn:Bellona Holdings LLC|Org Addr:Friendswoo,Texas,US|OBA Nature:Rental Real Estate Holding|Invst Rel:Y|Title:Manager/Owner|Duties:Manage Rental Properties|StrtDt:01-15-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-13
  • S66 Uniform Combined State Law Examination
    2018-07-13
Other Names
  • Susan Leigh Hogan
  • Susan Leigh Gorden
  • Susan Hogan

View on SEC IAPD

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