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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-22

Branch Locations

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

Flower Mound, 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
Texas Roadhouse Flower Mound TX 02/2018 12/2018
Fidelity Investments Westlake TX 02/2024 Present
Unemployed Lantana TX 01/2014 02/2018
Cbs Arcsafe Denton TX 08/2023 02/2024
Corner Bakery Flower Mound TX 01/2019 04/2019
Robson Communities Denton TX 05/2019 08/2023
  • 02/2018 → 12/2018
    Texas Roadhouse
    Flower Mound, TX
  • 02/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2014 → 02/2018
    Unemployed
    Lantana, TX
  • 08/2023 → 02/2024
    Cbs Arcsafe
    Denton, TX
  • 01/2019 → 04/2019
    Corner Bakery
    Flower Mound, TX
  • 05/2019 → 08/2023
    Robson Communities
    Denton, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
S63 Uniform Securities Agent State Law Examination 2024-05-15
  • S66 Uniform Combined State Law Examination
    2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2024-05-15

View on SEC IAPD

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