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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

Tomball, TX • United States

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • 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
Self-Employed Tomball TX 12/2020 09/2023
Academy Sports + Outdoors College Station TX 11/2021 07/2023
Smoothie King Tomball TX 05/2020 10/2020
L&S Mechanical Houston TX 06/2019 07/2019
Unemployed Tomball TX 07/2019 04/2020
Klein High School Klein TX 08/2015 07/2019
Richland College Dallas TX 08/2019 06/2020
Blinn College Bryan TX 08/2020 12/2021
Texas A&M University College Station TX 01/2022 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2020 → 09/2023
    Self-Employed
    Tomball, TX
  • 11/2021 → 07/2023
    Academy Sports + Outdoors
    College Station, TX
  • 05/2020 → 10/2020
    Smoothie King
    Tomball, TX
  • 06/2019 → 07/2019
    L&S Mechanical
    Houston, TX
  • 07/2019 → 04/2020
    Unemployed
    Tomball, TX
  • 08/2015 → 07/2019
    Klein High School
    Klein, TX
  • 08/2019 → 06/2020
    Richland College
    Dallas, TX
  • 08/2020 → 12/2021
    Blinn College
    Bryan, TX
  • 01/2022 → 05/2023
    Texas A&M University
    College Station, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
    Tomball, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-26
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2025-02-26
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05

View on SEC IAPD

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