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Bradley Watts

Strategic Advisers LLC

Fort Worth, TX

Fort Worth, 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

2933 West 7Th St., Fort Worth, TX 76107-2221 • United States

Fort Worth, 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
Scribeamerica Corona CA 05/2017 09/2017
Nelson Staffing Sonoma CA 07/2018 01/2019
Unitedhealth Group Cypress CA 10/2017 03/2018
The Houston Jackson Group Irving TX 01/2019 05/2019
Biola University Library La Mirada CA 01/2016 10/2016
Honda Financial Services Irving TX 01/2019 03/2022
Fidelity Investments Fort Worth TX 07/2024 Present
Unemployed La Mirada CA 11/2016 04/2017
Charles Schwab & Co., Inc. Westlake TX 06/2023 07/2024
Unemployed La Mirada CA 04/2018 06/2018
Whitley Penn Llp Fort Worth TX 03/2022 06/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 09/2017
    Scribeamerica
    Corona, CA
  • 07/2018 → 01/2019
    Nelson Staffing
    Sonoma, CA
  • 10/2017 → 03/2018
    Unitedhealth Group
    Cypress, CA
  • 01/2019 → 05/2019
    The Houston Jackson Group
    Irving, TX
  • 01/2016 → 10/2016
    Biola University Library
    La Mirada, CA
  • 01/2019 → 03/2022
    Honda Financial Services
    Irving, TX
  • 07/2024 → Present
    Fidelity Investments
    Fort Worth, TX
  • 11/2016 → 04/2017
    Unemployed
    La Mirada, CA
  • 06/2023 → 07/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 04/2018 → 06/2018
    Unemployed
    La Mirada, CA
  • 03/2022 → 06/2023
    Whitley Penn Llp
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
  • 2024-03-13 → 2024-07-25
    Charles Schwab & Co., Inc.
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-09
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2024-03-09
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Brad Watts

View on SEC IAPD

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INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

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RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

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