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Alisha Joshi

Strategic Advisers LLC

Westlake, TX

Keller, TX

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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

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

Keller, 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
Vj Outlet Llc Lake Dallas TX 09/2017 04/2023
At & T Dallas TX 05/2021 07/2021
Billy Ryan Hs Denton TX 08/2015 05/2019
Midwestern State University Wichita Falls TX 08/2019 05/2023
Unemployed Denton TX 08/2013 09/2017
Fidelity Investments Westlake TX 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 04/2023
    Vj Outlet Llc
    Lake Dallas, TX
  • 05/2021 → 07/2021
    At & T
    Dallas, TX
  • 08/2015 → 05/2019
    Billy Ryan Hs
    Denton, TX
  • 08/2019 → 05/2023
    Midwestern State University
    Wichita Falls, TX
  • 08/2013 → 09/2017
    Unemployed
    Denton, TX
  • 07/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Corinth, TX
Other Businesses

OBA-119405|OrgNmn:AJ Pro Management LLC|Org Addr:Corinth,Texas,US|OBA Nature:Management and maintenance of |Invst Rel:Y|Title:Sole Proprietor|Duties:Managing real estate houses and maintenance of the properties. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-12-01
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-12-01
Other Names
  • Alisha Vivek Joshi

View on SEC IAPD

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LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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