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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-13
  • TX RA
    APPROVED
    Since 2025-05-13

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Euless, 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
Chili's Bar And Grill Denton TX 08/2011 07/2020
Chuy's Tex Mex Denton TX 02/2021 11/2021
Fidelity Investments Westlake TX 01/2022 Present
Lloyd Carpet Cleaning Denton TX 08/2020 12/2020
  • 08/2011 → 07/2020
    Chili's Bar And Grill
    Denton, TX
  • 02/2021 → 11/2021
    Chuy's Tex Mex
    Denton, TX
  • 01/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2020 → 12/2020
    Lloyd Carpet Cleaning
    Denton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-17
S63 Uniform Securities Agent State Law Examination 2023-09-22
  • S66 Uniform Combined State Law Examination
    2025-04-17
  • S63 Uniform Securities Agent State Law Examination
    2023-09-22

View on SEC IAPD

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