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Joshua Michael Wood

Strategic Advisers LLC

North Richland Hills, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-11
  • TX RA
    APPROVED
    Since 2025-09-11

Branch Locations

North Richland Hills, TX • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 11/2023 Present
Priority Roofing Dallas TX 07/2022 11/2023
Fedex Fort Worth TX 01/2022 09/2022
Uber San Francisco CA 01/2021 10/2023
Tarrant County College Hurst TX 08/2020 12/2020
Unemployed Euless TX 03/2020 08/2020
Jack Boles Dallas TX 03/2013 03/2020
  • 11/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2022 → 11/2023
    Priority Roofing
    Dallas, TX
  • 01/2022 → 09/2022
    Fedex
    Fort Worth, TX
  • 01/2021 → 10/2023
    Uber
    San Francisco, CA
  • 08/2020 → 12/2020
    Tarrant County College
    Hurst, TX
  • 03/2020 → 08/2020
    Unemployed
    Euless, TX
  • 03/2013 → 03/2020
    Jack Boles
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
S63 Uniform Securities Agent State Law Examination 2024-02-27
  • S66 Uniform Combined State Law Examination
    2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2024-02-27
Other Names
  • Joshua Michael Wood
  • Joshua Wood

View on SEC IAPD

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