Heather Borges

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	2025-08-28

TX RA
APPROVED

Since 2025-08-28

Branch Locations

Richardson, 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	02/2024	Present
Hudson House	Dallas	TX	09/2020	06/2021
Bullion	Defunct	TX	09/2017	03/2020
Il Bracco	Dallas	TX	06/2021	02/2024
Victor Tangos	Defunct	TX	10/2016	09/2017
Filament	Defunct	TX	11/2015	10/2016
Unemployed	Dallas	TX	03/2020	09/2020

02/2024 → Present

Fidelity Investments

Westlake, TX
09/2020 → 06/2021

Hudson House

Dallas, TX
09/2017 → 03/2020

Bullion

Defunct, TX
06/2021 → 02/2024

Il Bracco

Dallas, TX
10/2016 → 09/2017

Victor Tangos

Defunct, TX
11/2015 → 10/2016

Filament

Defunct, TX
03/2020 → 09/2020

Unemployed

Dallas, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-28
S63	Uniform Securities Agent State Law Examination	2024-05-31

S66 Uniform Combined State Law Examination

2025-08-28
S63 Uniform Securities Agent State Law Examination

2024-05-31

View on SEC IAPD

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