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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

Frisco, 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 Westlake TX 09/2024 Present
Collin College Frisco TX 08/2021 12/2023
Amazon.COm Services Llc Frisco TX 11/2021 03/2022
Self Employed Frisco TX 06/2021 05/2024
Texas State University San Marcos TX 08/2020 08/2021
The University Of Texas At Dallas Richardson TX 08/2022 08/2024
Fidelity Investment Llc Westlake TX 06/2024 08/2024
Northwestern Mutual Dallas TX 05/2023 07/2023
Market Street Frisco TX 11/2017 03/2021
Frisco High School Frisco TX 09/2016 05/2020
Tidalwave Auto Spa North Richland Hills TX 06/2024 08/2024
  • 09/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2021 → 12/2023
    Collin College
    Frisco, TX
  • 11/2021 → 03/2022
    Amazon.COm Services Llc
    Frisco, TX
  • 06/2021 → 05/2024
    Self Employed
    Frisco, TX
  • 08/2020 → 08/2021
    Texas State University
    San Marcos, TX
  • 08/2022 → 08/2024
    The University Of Texas At Dallas
    Richardson, TX
  • 06/2024 → 08/2024
    Fidelity Investment Llc
    Westlake, TX
  • 05/2023 → 07/2023
    Northwestern Mutual
    Dallas, TX
  • 11/2017 → 03/2021
    Market Street
    Frisco, TX
  • 09/2016 → 05/2020
    Frisco High School
    Frisco, TX
  • 06/2024 → 08/2024
    Tidalwave Auto Spa
    North Richland Hills, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2024-12-19
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2024-12-19
Other Names
  • Michael Morgan

View on SEC IAPD

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