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Cole Halpin

Strategic Advisers LLC

Dallas, TX

Westlake, 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

Dallas, 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
OrganizationCityStateFromTo
Fidelity Investments West Lake TX 06/2021 Present
Federal Deposit Insurance Corporation Little Rock AR 06/2020 05/2021
University Of Central Arkansas Conway AR 07/2019 05/2021
Stretch Lab Parker Parker CO 06/2019 07/2019
Northeastern Junior College Sterling CO 07/2018 05/2019
Jackson National Life Insurance Denver CO 12/2017 01/2018
Northeastern Junior College Sterling CO 07/2017 05/2019
Jackson National Life Insurance Denver CO 01/2017 06/2017
Aztec Consultants Inc Littleton CO 03/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    West Lake, TX
  • 06/2020 → 05/2021
    Federal Deposit Insurance Corporation
    Little Rock, AR
  • 07/2019 → 05/2021
    University Of Central Arkansas
    Conway, AR
  • 06/2019 → 07/2019
    Stretch Lab Parker
    Parker, CO
  • 07/2018 → 05/2019
    Northeastern Junior College
    Sterling, CO
  • 12/2017 → 01/2018
    Jackson National Life Insurance
    Denver, CO
  • 07/2017 → 05/2019
    Northeastern Junior College
    Sterling, CO
  • 01/2017 → 06/2017
    Jackson National Life Insurance
    Denver, CO
  • 03/2016 → 12/2016
    Aztec Consultants Inc
    Littleton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2022-09-16
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • Cole Thomas Halpin
  • Cole T Halpin

View on SEC IAPD

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