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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-20
  • TX RA
    APPROVED
    Since 2026-05-20

Branch Locations

Spring, 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
Natural Bridge Cave San Antonio TX 09/2020 04/2021
White Water Car Wa Houston TX 01/2018 12/2019
Utsa San Antonio TX 08/2022 09/2022
Target San Antonio TX 10/2022 02/2023
Home Depot San Antonio TX 03/2023 04/2023
Full Time Education Houston TX 01/2013 01/2018
Full-Time Education San Antonio TX 08/2020 07/2023
Unemployed Houston TX 03/2020 08/2020
Unemployed Austin TX 01/2025 03/2025
Charles Schwab & Co., Inc. Austin TX 08/2023 12/2024
Mister Car Wash Houston TX 01/2020 02/2020
Fidelity Investments Austin TX 04/2025 Present
Fedex Ground San Antonio TX 05/2021 07/2022
  • 09/2020 → 04/2021
    Natural Bridge Cave
    San Antonio, TX
  • 01/2018 → 12/2019
    White Water Car Wa
    Houston, TX
  • 08/2022 → 09/2022
    Utsa
    San Antonio, TX
  • 10/2022 → 02/2023
    Target
    San Antonio, TX
  • 03/2023 → 04/2023
    Home Depot
    San Antonio, TX
  • 01/2013 → 01/2018
    Full Time Education
    Houston, TX
  • 08/2020 → 07/2023
    Full-Time Education
    San Antonio, TX
  • 03/2020 → 08/2020
    Unemployed
    Houston, TX
  • 01/2025 → 03/2025
    Unemployed
    Austin, TX
  • 08/2023 → 12/2024
    Charles Schwab & Co., Inc.
    Austin, TX
  • 01/2020 → 02/2020
    Mister Car Wash
    Houston, TX
  • 04/2025 → Present
    Fidelity Investments
    Austin, TX
  • 05/2021 → 07/2022
    Fedex Ground
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
S63 Uniform Securities Agent State Law Examination 2023-12-29
  • S66 Uniform Combined State Law Examination
    2026-05-19
  • S63 Uniform Securities Agent State Law Examination
    2023-12-29

View on SEC IAPD

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