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Lucas Loc Thai

Strategic Advisers LLC

San Jose, CA

San Jose, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-26
TX RA APPROVED 2026-01-26
  • CA RA
    APPROVED
    Since 2026-01-26
  • TX RA
    APPROVED
    Since 2026-01-26

Branch Locations

San Jose, CA • United States

4160 N First St, San Jose, CA 95134-1513 • 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
Unemployed Raleigh NC 04/2016 02/2017
Stein-Mart Raleigh NC 02/2017 08/2017
Jpmorgan Chase Bank Na Saratoga CA 08/2025 10/2025
Unemployed San Jose CA 04/2021 07/2021
J.P. Morgan Securities Llc San Jose CA 06/2023 10/2025
Unemployed Raleigh NC 08/2017 01/2018
Lights Enterprises San Jose CA 09/2022 10/2025
O'REilly'S Auto Parts San Jose CA 01/2018 06/2018
Luminous Motions Llc San Jose CA 09/2024 10/2025
Jpmorgan Chase Bank Na San Jose CA 06/2023 08/2025
Fidelity Investments San Jose CA 10/2025 Present
Jvnl Transportations San Jose CA 07/2021 10/2025
Highbeam, Llc San Jose CA 09/2024 09/2024
Wells Fargo Bank Milpitas CA 11/2021 03/2022
Allied Universal Menlo Park CA 06/2018 04/2021
Keypoint Credit Union San Jose CA 04/2022 05/2023
  • 04/2016 → 02/2017
    Unemployed
    Raleigh, NC
  • 02/2017 → 08/2017
    Stein-Mart
    Raleigh, NC
  • 08/2025 → 10/2025
    Jpmorgan Chase Bank Na
    Saratoga, CA
  • 04/2021 → 07/2021
    Unemployed
    San Jose, CA
  • 06/2023 → 10/2025
    J.P. Morgan Securities Llc
    San Jose, CA
  • 08/2017 → 01/2018
    Unemployed
    Raleigh, NC
  • 09/2022 → 10/2025
    Lights Enterprises
    San Jose, CA
  • 01/2018 → 06/2018
    O'REilly'S Auto Parts
    San Jose, CA
  • 09/2024 → 10/2025
    Luminous Motions Llc
    San Jose, CA
  • 06/2023 → 08/2025
    Jpmorgan Chase Bank Na
    San Jose, CA
  • 10/2025 → Present
    Fidelity Investments
    San Jose, CA
  • 07/2021 → 10/2025
    Jvnl Transportations
    San Jose, CA
  • 09/2024 → 09/2024
    Highbeam, Llc
    San Jose, CA
  • 11/2021 → 03/2022
    Wells Fargo Bank
    Milpitas, CA
  • 06/2018 → 04/2021
    Allied Universal
    Menlo Park, CA
  • 04/2022 → 05/2023
    Keypoint Credit Union
    San Jose, CA
Other Businesses

OBA-130910|OrgNmn:Douglas Parking - Stanford Healthcare|Org Addr:Stanford,California,US|OBA Nature:Valet Attendant|Invst Rel:N|Title:Parking Attendant|Duties:I will be assisting the Parking Arm Gates at Stanford Healthcare on the weekends.|StrtDt:|TotHrs/mon:32|TrdHrs/mon:0|OBA-123859|OrgNmn:VNL Transportations / Avis-Budget Rent a Car / Joel M|Org Addr:San Jose,California,US|OBA Nature:Employee for Rent A Car Servic|Invst Rel:N|Title:Rental Agent|Duties:Part-time employee, Desk Agent for Avis/Budget Rent a Car, non-investment related.|StrtDt:07-16-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-123849|OrgNmn:Luminous Motions LLC|Org Addr:San Jose,California,US|OBA Nature:Car Rental for Turo|Invst Rel:N|Title:Owner|Duties:Owner/Operator|StrtDt:09-14-24|TotHrs/mon:4|TrdHrs/mon:0|OBA-123850|OrgNmn:Lights Enterprises|Org Addr:San Jose,California,US|OBA Nature:Buy and Sell Car Parts, Shoes,|Invst Rel:N|Title:Sole Proprietor|Duties:Buying and selling things on Facebook Marketplace, Offer-up, and Craigslist.|StrtDt:09-13-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-21
S63 Uniform Securities Agent State Law Examination 2023-09-06
  • S66 Uniform Combined State Law Examination
    2026-01-21
  • S63 Uniform Securities Agent State Law Examination
    2023-09-06
Other Names
  • Lucas Thai
  • Lucas Loc Thai

View on SEC IAPD

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