Mario Diaz

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Mckinney, 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

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	12/2023	Present
Uber Technologies Inc	Mckinney	TX	08/2022	Present
Carrington Mortgage Services	Plano	TX	12/2021	10/2022
Amerisave Mortgage Corporation	Plano	TX	07/2020	10/2021
Dufresne Spencer Group	Plano	TX	05/2018	07/2020
Domino'S Pizza	Frisco	TX	12/2017	12/2018
Great American Restaurant Co.	Allen	TX	12/2013	12/2017
Fidelity Investments	Boston	MA	03/2025	Present

12/2023 → Present

Fidelity Investments

Westlake, TX
08/2022 → Present

Uber Technologies Inc

Mckinney, TX
12/2021 → 10/2022

Carrington Mortgage Services

Plano, TX
07/2020 → 10/2021

Amerisave Mortgage Corporation

Plano, TX
05/2018 → 07/2020

Dufresne Spencer Group

Plano, TX
12/2017 → 12/2018

Domino'S Pizza

Frisco, TX
12/2013 → 12/2017

Great American Restaurant Co.

Allen, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-25

S66 Uniform Combined State Law Examination

2024-04-25

View on SEC IAPD

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