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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-19
  • TX RA
    APPROVED
    Since 2025-12-19

Branch Locations

Flower Mound, 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 09/2023 Present
Whole Foods Market Highland Village TX 08/2020 09/2023
Fidelity Investments Westlake TX 06/2022 08/2022
Squire Work Fort Worth TX 01/2022 06/2022
Bulletproof 360 Fort Worth TX 06/2021 08/2021
Amazon Coppell TX 07/2020 08/2020
Nothing Bundt Cakes Flower Mound TX 04/2018 08/2018
Texas Christian University Fort Worth TX 08/2020 05/2023
Blinn College Bryan TX 01/2020 08/2020
Wofford College Spartanburg TX 09/2019 12/2019
Marcus High School Flower Mound TX 07/2015 09/2019
  • 09/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2020 → 09/2023
    Whole Foods Market
    Highland Village, TX
  • 06/2022 → 08/2022
    Fidelity Investments
    Westlake, TX
  • 01/2022 → 06/2022
    Squire Work
    Fort Worth, TX
  • 06/2021 → 08/2021
    Bulletproof 360
    Fort Worth, TX
  • 07/2020 → 08/2020
    Amazon
    Coppell, TX
  • 04/2018 → 08/2018
    Nothing Bundt Cakes
    Flower Mound, TX
  • 08/2020 → 05/2023
    Texas Christian University
    Fort Worth, TX
  • 01/2020 → 08/2020
    Blinn College
    Bryan, TX
  • 09/2019 → 12/2019
    Wofford College
    Spartanburg, TX
  • 07/2015 → 09/2019
    Marcus High School
    Flower Mound, TX
Other Businesses

OBA-102731|OrgNmn:Whole Foods Market|Org Addr:Highland V,Texas,US|OBA Nature:Supermarket chain|Invst Rel:N|Title:Employee|Duties:Part-time Cashier|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-16
S63 Uniform Securities Agent State Law Examination 2024-01-24
  • S66 Uniform Combined State Law Examination
    2025-12-16
  • S63 Uniform Securities Agent State Law Examination
    2024-01-24

View on SEC IAPD

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