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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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Lewisville, 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
Unemployed Tomball TX 07/2018 08/2018
Florida College Temple Terrace FL 08/2019 06/2022
Cigi Direct Insurance Co. Salida CO 06/2022 07/2022
Fidelity Investments The Woodlands TX 03/2024 Present
Florida College Temple Terrace FL 08/2019 05/2022
Unemployed Tomball TX 02/2024 03/2024
Chuy'S Tex Mex Restaurant Shenandoah TX 06/2019 08/2019
Self-Employed Tomball TX 08/2022 02/2024
Transferred Schools Mcc-Fc Tomball TX 05/2019 06/2019
Chuy'S Tex Mex Restaurant Waco TX 10/2018 05/2019
Chick-Fil-A Spring TX 12/2017 07/2018
Mclennan Community College Waco TX 08/2018 05/2019
Willow Creek Ranch Of Tomball Tomball TX 11/2019 08/2021
University Of Houston-Downtown Houston TX 08/2022 12/2023
Transferred Schools Fc-Uhd Tomball TX 07/2022 08/2022
Self-Employed Tomball TX 10/2014 02/2024
Klein Oak High School Spring TX 01/2014 06/2018
Olive Garden Italian Restaurant Spring TX 09/2022 02/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 08/2018
    Unemployed
    Tomball, TX
  • 08/2019 → 06/2022
    Florida College
    Temple Terrace, FL
  • 06/2022 → 07/2022
    Cigi Direct Insurance Co.
    Salida, CO
  • 03/2024 → Present
    Fidelity Investments
    The Woodlands, TX
  • 08/2019 → 05/2022
    Florida College
    Temple Terrace, FL
  • 02/2024 → 03/2024
    Unemployed
    Tomball, TX
  • 06/2019 → 08/2019
    Chuy'S Tex Mex Restaurant
    Shenandoah, TX
  • 08/2022 → 02/2024
    Self-Employed
    Tomball, TX
  • 05/2019 → 06/2019
    Transferred Schools Mcc-Fc
    Tomball, TX
  • 10/2018 → 05/2019
    Chuy'S Tex Mex Restaurant
    Waco, TX
  • 12/2017 → 07/2018
    Chick-Fil-A
    Spring, TX
  • 08/2018 → 05/2019
    Mclennan Community College
    Waco, TX
  • 11/2019 → 08/2021
    Willow Creek Ranch Of Tomball
    Tomball, TX
  • 08/2022 → 12/2023
    University Of Houston-Downtown
    Houston, TX
  • 07/2022 → 08/2022
    Transferred Schools Fc-Uhd
    Tomball, TX
  • 10/2014 → 02/2024
    Self-Employed
    Tomball, TX
  • 01/2014 → 06/2018
    Klein Oak High School
    Spring, TX
  • 09/2022 → 02/2024
    Olive Garden Italian Restaurant
    Spring, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tomball, TX
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07
Other Names
  • Julianna N Davis
  • Julianna Davis

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