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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-01
  • TX RA
    APPROVED
    Since 2025-08-01

Branch Locations

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

Grapevine, 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
Fidelity Investments Westlake TX 08/2023 Present
Dhi Mortgage Nashville TN 06/2022 08/2023
Center For Mission Mobilization Fayetteville AR 08/2021 05/2022
Cru/Bridges International Fayetteville AR 08/2021 05/2022
Myphones Unlimited Fayetteville AR 08/2019 08/2021
Camp Barnabas Purdy MO 05/2019 08/2019
University Of Arkansas Fayetteville AR 08/2017 05/2021
Kansas City Royals Kansas City MO 01/2018 08/2018
Valorem Reply Kansas City MO 01/2017 12/2019
Kansas City Royals Kansas City MO 04/2016 09/2017
Liberty High School Liberty MO 08/2013 05/2017
  • 08/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2022 → 08/2023
    Dhi Mortgage
    Nashville, TN
  • 08/2021 → 05/2022
    Center For Mission Mobilization
    Fayetteville, AR
  • 08/2021 → 05/2022
    Cru/Bridges International
    Fayetteville, AR
  • 08/2019 → 08/2021
    Myphones Unlimited
    Fayetteville, AR
  • 05/2019 → 08/2019
    Camp Barnabas
    Purdy, MO
  • 08/2017 → 05/2021
    University Of Arkansas
    Fayetteville, AR
  • 01/2018 → 08/2018
    Kansas City Royals
    Kansas City, MO
  • 01/2017 → 12/2019
    Valorem Reply
    Kansas City, MO
  • 04/2016 → 09/2017
    Kansas City Royals
    Kansas City, MO
  • 08/2013 → 05/2017
    Liberty High School
    Liberty, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-15
S63 Uniform Securities Agent State Law Examination 2023-11-06
  • S66 Uniform Combined State Law Examination
    2025-04-15
  • S63 Uniform Securities Agent State Law Examination
    2023-11-06

View on SEC IAPD

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