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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

18710 Gulf Freeway Baybrook Mall, Friendswood, TX 77546-2716 • United States

Houston, 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
H2Bros Pressure Washing Llc Friendswood TX 03/2021 08/2024
Discount Tire Pearland TX 09/2020 04/2021
Friendswood High School Friendswood TX 06/2014 08/2020
Northwestern Mutual Houston TX 06/2023 08/2023
University Of Houston Houston TX 08/2020 05/2024
Fidelity Investments Friendswood TX 08/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 08/2024
    H2Bros Pressure Washing Llc
    Friendswood, TX
  • 09/2020 → 04/2021
    Discount Tire
    Pearland, TX
  • 06/2014 → 08/2020
    Friendswood High School
    Friendswood, TX
  • 06/2023 → 08/2023
    Northwestern Mutual
    Houston, TX
  • 08/2020 → 05/2024
    University Of Houston
    Houston, TX
  • 08/2024 → Present
    Fidelity Investments
    Friendswood, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Friendswood, TX
    Houston, TX
Other Businesses

OBA-112254|OrgNmn:H2Bros Pressure Washing LLC|Org Addr:Friendswoo,Texas,US|OBA Nature:We are a small pressure washin|Invst Rel:N|Title:Partner|Duties:To quote jobs and service the jobs we get. This means measuring and giving a price for our service to each customer, as well as doing the job |StrtDt:04-01-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-03
  • S66 Uniform Combined State Law Examination
    2024-12-03

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