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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

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Investments Westlake TX 04/2023 Present
Fidelity Talent Source Westlake TX 12/2022 03/2023
Go Health Chicago IL 10/2021 11/2021
California Baptist University Riverside CA 06/2021 12/2022
Riverside City College Riverside CA 04/2018 06/2021
Brenner Fiedler And Associates Riverside CA 06/2012 04/2018
Door Dash Riverside CA 08/2020 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2022 → 03/2023
    Fidelity Talent Source
    Westlake, TX
  • 10/2021 → 11/2021
    Go Health
    Chicago, IL
  • 06/2021 → 12/2022
    California Baptist University
    Riverside, CA
  • 04/2018 → 06/2021
    Riverside City College
    Riverside, CA
  • 06/2012 → 04/2018
    Brenner Fiedler And Associates
    Riverside, CA
  • 08/2020 → 06/2021
    Door Dash
    Riverside, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Stephanie Lee Bell
  • Stephanie Denney
  • Stephanie Bell

View on SEC IAPD

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