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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

Grand Prairie, 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
OrganizationCityStateFromTo
Nationstar Coppell TX 07/2017 12/2022
Beyond Finance Houston TX 07/2023 10/2023
Homeward Addison TX 03/2016 07/2017
Unemployed Dallas TX 01/2023 02/2023
Fidelity Investments Westlake TX 12/2023 Present
Unemployed Dallas TX 03/2023 07/2023
Pennymac Westlake Village CA 10/2023 12/2023
Amerisave Atlanta GA 02/2023 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 12/2022
    Nationstar
    Coppell, TX
  • 07/2023 → 10/2023
    Beyond Finance
    Houston, TX
  • 03/2016 → 07/2017
    Homeward
    Addison, TX
  • 01/2023 → 02/2023
    Unemployed
    Dallas, TX
  • 12/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2023 → 07/2023
    Unemployed
    Dallas, TX
  • 10/2023 → 12/2023
    Pennymac
    Westlake Village, CA
  • 02/2023 → 03/2023
    Amerisave
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2024-04-25
Other Names
  • Jose A Salas
  • Jose Salas

View on SEC IAPD

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