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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

Runaway Bay, TX • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments West Lake TX 02/2023 Present
Kaseya Management Llc Mclean VA 04/2022 12/2022
Thomson Reuters (Tax & Accounting) Carrollton TX 02/2019 04/2022
Mark Of Excellence Pizza Company Fort Worth TX 07/2018 02/2019
Sonic Drive-In Springtown TX 12/2016 01/2017
Sonic Drive-In-Loop 288 Denton TX 07/2018 07/2018
Sonic Drive-In Weatherford TX 01/2016 12/2016
Buffalo West White Settlement TX 05/2017 07/2017
University Of North Texas Denton TX 08/2017 05/2018
Weatherford High School Weatherford TX 01/2017 06/2017
Poolville High School Poolville TX 01/2013 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    West Lake, TX
  • 04/2022 → 12/2022
    Kaseya Management Llc
    Mclean, VA
  • 02/2019 → 04/2022
    Thomson Reuters (Tax & Accounting)
    Carrollton, TX
  • 07/2018 → 02/2019
    Mark Of Excellence Pizza Company
    Fort Worth, TX
  • 12/2016 → 01/2017
    Sonic Drive-In
    Springtown, TX
  • 07/2018 → 07/2018
    Sonic Drive-In-Loop 288
    Denton, TX
  • 01/2016 → 12/2016
    Sonic Drive-In
    Weatherford, TX
  • 05/2017 → 07/2017
    Buffalo West
    White Settlement, TX
  • 08/2017 → 05/2018
    University Of North Texas
    Denton, TX
  • 01/2017 → 06/2017
    Weatherford High School
    Weatherford, TX
  • 01/2013 → 01/2017
    Poolville High School
    Poolville, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-96838|OrgNmn:DoorDash|Org Addr: San Franc,California,US|OBA Nature:DoorDash, Inc. is an American |Invst Rel:N|Title:Employee|Duties:Pickup and delivery of food from restaurant.|StrtDt:02-21-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • Tristen Rhiley Chambers
  • Tristan Rhiley Chambers
  • Tristen Chambers

View on SEC IAPD

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