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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
  • TX RA
    APPROVED
    Since 2025-11-03

Branch Locations

Argyle, 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
Fidelity Investments Westlake TX 07/2023 Present
Denton Isd Denton TX 08/2019 07/2023
Arlington Isd Arlington TX 08/2016 07/2019
University Of North Texas Denton TX 05/2020 12/2021
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2019 → 07/2023
    Denton Isd
    Denton, TX
  • 08/2016 → 07/2019
    Arlington Isd
    Arlington, TX
  • 05/2020 → 12/2021
    University Of North Texas
    Denton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-23
S63 Uniform Securities Agent State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2025-10-23
  • S63 Uniform Securities Agent State Law Examination
    2023-11-27
Other Names
  • Jose Rios

View on SEC IAPD

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