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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

Newark, TX • 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 Westlake TX 04/2023 Present
National Rv Buyers Llc Newark TX 07/2022 04/2023
Compass Christian Church Haslet TX 10/2022 12/2022
Dfw Airport Dfw Airport TX 08/2017 08/2022
Department Of Motor Vehicles Visalia CA 07/2005 07/2017
Mary Kay Newark TX 08/2020 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2022 → 04/2023
    National Rv Buyers Llc
    Newark, TX
  • 10/2022 → 12/2022
    Compass Christian Church
    Haslet, TX
  • 08/2017 → 08/2022
    Dfw Airport
    Dfw Airport, TX
  • 07/2005 → 07/2017
    Department Of Motor Vehicles
    Visalia, CA
  • 08/2020 → 12/2020
    Mary Kay
    Newark, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-07
  • S66 Uniform Combined State Law Examination
    2023-11-07
Other Names
  • Melissa Joann Barker
  • Melissa Joann Barnett

View on SEC IAPD

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