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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-24

Branch Locations

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

Dallas, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goosehead Insurance Westlake TX 08/2020 12/2021
Nordstrom.COm Dallas TX 10/2017 08/2020
Guardian Life Frisco TX 08/2023 08/2024
Ail Dallas TX 12/2021 08/2023
Flaire Extra Houston TX 09/2011 10/2017
Fidelity Investments Westlake TX 08/2024 Present
  • 08/2020 → 12/2021
    Goosehead Insurance
    Westlake, TX
  • 10/2017 → 08/2020
    Nordstrom.COm
    Dallas, TX
  • 08/2023 → 08/2024
    Guardian Life
    Frisco, TX
  • 12/2021 → 08/2023
    Ail
    Dallas, TX
  • 09/2011 → 10/2017
    Flaire Extra
    Houston, TX
  • 08/2024 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
  • S66 Uniform Combined State Law Examination
    2025-09-08
Other Names
  • Moniqua Danielle Pruitt

View on SEC IAPD

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