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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

Flower Mound, 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
Kroger Flower Mound TX 04/2016 05/2017
Schlotzsky'S Flower Mound TX 05/2017 09/2017
Flower Mound Youth Sports Association Flower Mound TX 09/2017 05/2019
Bok Financial Tulsa OK 06/2021 08/2021
Tulsa Youthworks Tulsa OK 06/2022 08/2022
Oklahoma State University Stillwater OK 08/2018 12/2023
Oklahoma State University Stillwater OK 01/2023 12/2023
Ellis & Ellis Law Firm Stillwater OK 05/2023 12/2023
Fidelity Investments Westlake TX 01/2024 Present
Flower Mound High School Flower Mound TX 08/2014 05/2018
  • 04/2016 → 05/2017
    Kroger
    Flower Mound, TX
  • 05/2017 → 09/2017
    Schlotzsky'S
    Flower Mound, TX
  • 09/2017 → 05/2019
    Flower Mound Youth Sports Association
    Flower Mound, TX
  • 06/2021 → 08/2021
    Bok Financial
    Tulsa, OK
  • 06/2022 → 08/2022
    Tulsa Youthworks
    Tulsa, OK
  • 08/2018 → 12/2023
    Oklahoma State University
    Stillwater, OK
  • 01/2023 → 12/2023
    Oklahoma State University
    Stillwater, OK
  • 05/2023 → 12/2023
    Ellis & Ellis Law Firm
    Stillwater, OK
  • 01/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2014 → 05/2018
    Flower Mound High School
    Flower Mound, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-19
S63 Uniform Securities Agent State Law Examination 2024-05-13
  • S66 Uniform Combined State Law Examination
    2026-03-19
  • S63 Uniform Securities Agent State Law Examination
    2024-05-13
Other Names
  • Cayden Dwain Germany
  • Cayden Germany

View on SEC IAPD

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