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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-23
  • TX RA
    APPROVED
    Since 2025-10-23

Branch Locations

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

Coppell, 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
Coppell High School Coppell TX 06/2015 06/2017
Hard Eight Bbq Coppell TX 10/2015 07/2017
The University Of Texas At Austin Austin TX 06/2017 06/2022
Towne Park Grapevine TX 11/2018 02/2019
Tommy Tamale Coppell TX 06/2022 03/2023
Dana Brain Vital Dallas TX 03/2023 08/2023
Elite Appliance Dallas TX 08/2023 11/2023
Cornerstone Wealth Strategies Southlake TX 11/2023 02/2025
Unemployed Coppell TX 02/2025 07/2025
Fidelity Investments Westlake TX 07/2025 Present
  • 06/2015 → 06/2017
    Coppell High School
    Coppell, TX
  • 10/2015 → 07/2017
    Hard Eight Bbq
    Coppell, TX
  • 06/2017 → 06/2022
    The University Of Texas At Austin
    Austin, TX
  • 11/2018 → 02/2019
    Towne Park
    Grapevine, TX
  • 06/2022 → 03/2023
    Tommy Tamale
    Coppell, TX
  • 03/2023 → 08/2023
    Dana Brain Vital
    Dallas, TX
  • 08/2023 → 11/2023
    Elite Appliance
    Dallas, TX
  • 11/2023 → 02/2025
    Cornerstone Wealth Strategies
    Southlake, TX
  • 02/2025 → 07/2025
    Unemployed
    Coppell, TX
  • 07/2025 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-13
  • S66 Uniform Combined State Law Examination
    2025-10-13

View on SEC IAPD

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