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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

Krum, 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
Fidelity Westlake TX 09/2020 Present
Arizona Diamondbacks Phoenix AZ 06/2016 09/2017
Normal Cornbelters Bloomington IL 06/2018 07/2018
Elite Five Tool Fit Farmers Branch TX 09/2017 09/2020
Dallas Nationals Argyle TX 09/2016 03/2017
A Veteran's Valet Southlake TX 09/2018 09/2020
Ups Irving TX 10/2019 01/2020
Chicago Dogs Rosemont IL 07/2018 09/2018
Chicago Dogs Rosemont IL 05/2019 08/2019
Grand Prairie Airhogs Grand Prairie TX 08/2019 09/2019
Dallas Tigers Cenral Farmers Branch TX 07/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → Present
    Fidelity
    Westlake, TX
  • 06/2016 → 09/2017
    Arizona Diamondbacks
    Phoenix, AZ
  • 06/2018 → 07/2018
    Normal Cornbelters
    Bloomington, IL
  • 09/2017 → 09/2020
    Elite Five Tool Fit
    Farmers Branch, TX
  • 09/2016 → 03/2017
    Dallas Nationals
    Argyle, TX
  • 09/2018 → 09/2020
    A Veteran's Valet
    Southlake, TX
  • 10/2019 → 01/2020
    Ups
    Irving, TX
  • 07/2018 → 09/2018
    Chicago Dogs
    Rosemont, IL
  • 05/2019 → 08/2019
    Chicago Dogs
    Rosemont, IL
  • 08/2019 → 09/2019
    Grand Prairie Airhogs
    Grand Prairie, TX
  • 07/2020 → 09/2020
    Dallas Tigers Cenral
    Farmers Branch, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-16599|OrgNmn:A Veteran's Valet|Org Addr:Southlake,Texas,US|OBA Nature:Valet cars. Private events.|Invst Rel:N|Title:Associate. Was previously Associa|Duties:Park cars at private events.|StrtDt:09-01-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-11
  • S66 Uniform Combined State Law Examination
    2021-02-11
Other Names
  • Trevor Austen Simms
  • Trevor Simms

View on SEC IAPD

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