Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-09
  • TX RA
    APPROVED
    Since 2026-07-09

Branch Locations

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

Haslet, TX • 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
Tesla Fort Worth TX 04/2023 10/2023
Roadrunner Liquor Nocona TX 08/2022 04/2023
Legacy Golf Club (Oasis Outsourcing) Phoenix AZ 05/2021 08/2022
Dj'S Super Mart (Data Cal Investments Llc) Stephenville TX 09/2020 05/2021
Golden Chick Stephenville TX 10/2016 10/2017
College Student At Tarleton State University Stephenville TX 08/2018 08/2022
Gunn Jr High / Arlington High School / Stephenville High School Arlington / Stephenville TX 01/2013 10/2016
Fidelity Investments Westlake TX 11/2023 Present
Unemployed Stephenville TX 10/2017 08/2018
  • 04/2023 → 10/2023
    Tesla
    Fort Worth, TX
  • 08/2022 → 04/2023
    Roadrunner Liquor
    Nocona, TX
  • 05/2021 → 08/2022
    Legacy Golf Club (Oasis Outsourcing)
    Phoenix, AZ
  • 09/2020 → 05/2021
    Dj'S Super Mart (Data Cal Investments Llc)
    Stephenville, TX
  • 10/2016 → 10/2017
    Golden Chick
    Stephenville, TX
  • 08/2018 → 08/2022
    College Student At Tarleton State University
    Stephenville, TX
  • 01/2013 → 10/2016
    Gunn Jr High / Arlington High School / Stephenville High School
    Arlington / Stephenville, TX
  • 11/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 10/2017 → 08/2018
    Unemployed
    Stephenville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-16
S63 Uniform Securities Agent State Law Examination 2024-04-03
  • S66 Uniform Combined State Law Examination
    2026-06-16
  • S63 Uniform Securities Agent State Law Examination
    2024-04-03
Other Names
  • Kaybeen Jung Joshi
  • Kaybeen Joshi

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor