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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-02
  • TX RA
    APPROVED
    Since 2025-07-02

Branch Locations

Irving, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Argyle Youth Sports Association Argyle TX 01/2017 03/2018
Texas Republic Bar & Grill Dallas TX 01/2019 08/2019
Smu Department Of Rec Sports Dallas TX 05/2019 08/2019
City Of Spearfish Youth Sports Association Spearfish SD 08/2019 09/2021
Hub International Fort Worth TX 05/2022 08/2022
Fidelity Investments Westlake TX 06/2023 08/2023
College (Full-Time Student) Argyle TX 01/2018 05/2023
Argyle High School Argyle TX 08/2016 06/2018
Fidelity Investments Westlake TX 10/2023 Present
  • 01/2017 → 03/2018
    Argyle Youth Sports Association
    Argyle, TX
  • 01/2019 → 08/2019
    Texas Republic Bar & Grill
    Dallas, TX
  • 05/2019 → 08/2019
    Smu Department Of Rec Sports
    Dallas, TX
  • 08/2019 → 09/2021
    City Of Spearfish Youth Sports Association
    Spearfish, SD
  • 05/2022 → 08/2022
    Hub International
    Fort Worth, TX
  • 06/2023 → 08/2023
    Fidelity Investments
    Westlake, TX
  • 01/2018 → 05/2023
    College (Full-Time Student)
    Argyle, TX
  • 08/2016 → 06/2018
    Argyle High School
    Argyle, TX
  • 10/2023 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
S63 Uniform Securities Agent State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2025-06-26
  • S63 Uniform Securities Agent State Law Examination
    2024-02-12
Other Names
  • Luke Feely

View on SEC IAPD

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