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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

15600 Southwest Freeway, Sugar Land, TX 77478-3881 • 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
H-E-B Harlingen TX 06/2018 02/2023
University Of Houton Houston TX 01/2022 05/2023
Exact Sciences Madison WI 06/2022 08/2022
Love'S Travel Stops Edinburg TX 05/2021 07/2021
Harlingen High School South Harlingen TX 08/2016 05/2019
University Of Houston Houston TX 08/2019 05/2023
Fidelity Investments Sugar Land TX 05/2023 Present
  • 06/2018 → 02/2023
    H-E-B
    Harlingen, TX
  • 01/2022 → 05/2023
    University Of Houton
    Houston, TX
  • 06/2022 → 08/2022
    Exact Sciences
    Madison, WI
  • 05/2021 → 07/2021
    Love'S Travel Stops
    Edinburg, TX
  • 08/2016 → 05/2019
    Harlingen High School South
    Harlingen, TX
  • 08/2019 → 05/2023
    University Of Houston
    Houston, TX
  • 05/2023 → Present
    Fidelity Investments
    Sugar Land, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18

View on SEC IAPD

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