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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

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Blue Bell Creameries L.P Fort Worth TX 01/2020 06/2023
Next Level Coaching Academy Austin TX 09/2022 10/2022
Csc Nutrition (Self Employed) Fort Worth TX 04/2022 02/2023
Garage Team Fitness Fort Worth TX 05/2019 01/2020
G&T Corporate Cleaning Services Keller TX 04/2018 03/2019
Greenhaven Services Dallas TX 03/2018 04/2019
Lawn Care & Landscaping (Self Employed) Haslet TX 05/2014 04/2019
United Postal Services Keller TX 11/2015 06/2017
Fidelity Investments Westlake TX 06/2023 Present
Northeast & Northwest Tarrant County College Hurst & Fort Worth TX 06/2016 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 06/2023
    Blue Bell Creameries L.P
    Fort Worth, TX
  • 09/2022 → 10/2022
    Next Level Coaching Academy
    Austin, TX
  • 04/2022 → 02/2023
    Csc Nutrition (Self Employed)
    Fort Worth, TX
  • 05/2019 → 01/2020
    Garage Team Fitness
    Fort Worth, TX
  • 04/2018 → 03/2019
    G&T Corporate Cleaning Services
    Keller, TX
  • 03/2018 → 04/2019
    Greenhaven Services
    Dallas, TX
  • 05/2014 → 04/2019
    Lawn Care & Landscaping (Self Employed)
    Haslet, TX
  • 11/2015 → 06/2017
    United Postal Services
    Keller, TX
  • 06/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2016 → 12/2018
    Northeast & Northwest Tarrant County College
    Hurst & Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2024-02-07
Other Names
  • Casey Spencer

View on SEC IAPD

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