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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

Lavon, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 10/2017 01/2019
Bofi San Diego CA 02/2017 10/2017
Unemployed San Diego CA 12/2016 02/2017
Baylor University Waco TX 08/2012 12/2016
Baylor University Waco TX 08/2015 12/2016
Bank Of America, N.A. Dallas TX 03/2018 01/2019
Usaa Financial Advisors Inc Addison TX 01/2019 08/2019
Usaa Investment Management Company Addison TX 01/2019 08/2019
Randstad Addison TX 01/2019 08/2019
Fidelity Brokerages Services Llc Westlake TX 09/2019 10/2021
Self Employed - Inti Lawn Solutions San Diego CA 01/2022 03/2023
Fidelity Investments Westlake TX 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 01/2019
    Dallas, TX
  • 02/2017 → 10/2017
    Bofi
    San Diego, CA
  • 12/2016 → 02/2017
    Unemployed
    San Diego, CA
  • 08/2012 → 12/2016
    Baylor University
    Waco, TX
  • 08/2015 → 12/2016
    Baylor University
    Waco, TX
  • 03/2018 → 01/2019
    Bank Of America, N.A.
    Dallas, TX
  • 01/2019 → 08/2019
    Usaa Financial Advisors Inc
    Addison, TX
  • 01/2019 → 08/2019
    Usaa Investment Management Company
    Addison, TX
  • 01/2019 → 08/2019
    Randstad
    Addison, TX
  • 09/2019 → 10/2021
    Fidelity Brokerages Services Llc
    Westlake, TX
  • 01/2022 → 03/2023
    Self Employed - Inti Lawn Solutions
    San Diego, CA
  • 03/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-97216|OrgNmn:Inti Lawn Solutions LLC|Org Addr:San Diego,California,US|OBA Nature:Landscape Company|Invst Rel:N|Title:Sole Proprietor|Duties:sole member LLC, no employees, self employed |StrtDt:01-01-22|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-21
  • S66 Uniform Combined State Law Examination
    2018-02-21
Other Names
  • Juan Mejia
  • Juan Jose Mejia

View on SEC IAPD

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