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Linzy Swink

Strategic Advisers LLC

Westlake, TX

Westlake, TX

Azle, 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

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

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

Azle, 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
Bbva Securities Inc. Weatherford TX 09/2017 04/2020
Bbva Compass Insurance Agency, Inc. Austin TX 03/2017 04/2020
Compass Bank Birmingham AL 07/2016 04/2020
Bbva Wealth Solutions, Inc. Weatherford TX 02/2020 04/2020
Weatherford College Weatherford TX 08/2017 12/2018
Tarleton State University Weatherford TX 01/2019 06/2020
Unemployed Weatherford TX 04/2020 08/2020
Fidelity Investments Westlake TX 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 04/2020
    Bbva Securities Inc.
    Weatherford, TX
  • 03/2017 → 04/2020
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 07/2016 → 04/2020
    Compass Bank
    Birmingham, AL
  • 02/2020 → 04/2020
    Bbva Wealth Solutions, Inc.
    Weatherford, TX
  • 08/2017 → 12/2018
    Weatherford College
    Weatherford, TX
  • 01/2019 → 06/2020
    Tarleton State University
    Weatherford, TX
  • 04/2020 → 08/2020
    Unemployed
    Weatherford, TX
  • 08/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2020-02-26 → 2020-04-06
    Pnc Managed Account Solutions, Inc.
    Weatherford, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-25
S63 Uniform Securities Agent State Law Examination 2017-11-13
  • S66 Uniform Combined State Law Examination
    2020-02-25
  • S63 Uniform Securities Agent State Law Examination
    2017-11-13
Other Names
  • Linzy Reed Norris
  • Linzy Norris
  • Linzy Reed Swink

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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