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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

Dallas, 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 10/2023 Present
Doordash San Francisco CA 06/2021 10/2023
University Of Texas At Austin Austin TX 08/2019 05/2023
University Of Texas At Austin Austin TX 05/2021 12/2021
Fairfield High School Fairfield TX 08/2015 05/2019
Goat Culver City CA 05/2022 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2021 → 10/2023
    Doordash
    San Francisco, CA
  • 08/2019 → 05/2023
    University Of Texas At Austin
    Austin, TX
  • 05/2021 → 12/2021
    University Of Texas At Austin
    Austin, TX
  • 08/2015 → 05/2019
    Fairfield High School
    Fairfield, TX
  • 05/2022 → 10/2023
    Goat
    Culver City, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Dallas, TX
Other Businesses

OBA-103642|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Food Delivery Service|Invst Rel:N|Title:Independent Contractor|Duties:None|StrtDt:10-23-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-103658|OrgNmn:GOAT|Org Addr:Culver Cit,California,US|OBA Nature:Sneaker Reselling |Invst Rel:N|Title:Independent Contractor|Duties:None|StrtDt:10-23-23|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-31
S63 Uniform Securities Agent State Law Examination 2024-02-12
  • S66 Uniform Combined State Law Examination
    2024-12-31
  • S63 Uniform Securities Agent State Law Examination
    2024-02-12
Other Names
  • Jordan Gibson

View on SEC IAPD

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