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Trevor Romine

Strategic Advisers LLC

Westlake, TX

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-19
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

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

Dallas, 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
Rpc Company Tx TX 09/2019 01/2020
Atlas Medstaff Ne NE 06/2021 06/2023
Fastenal Tx TX 04/2017 05/2017
Fidelity Investments Westlake TX 04/2024 Present
Jack Schroeder And Associates Tx TX 01/2020 06/2021
Travel Nurse Across America Ar AR 08/2023 03/2024
Texans For Greg Abbott -Nacogdoches TX 02/2018 05/2018
Uber Eats Ca CA 08/2020 12/2020
Cotton Patch Cafe Tx TX 05/2014 05/2017
Clear Springs Resturant Tx TX 05/2017 09/2019
The Ranger Group Tx TX 06/2023 08/2023
  • 09/2019 → 01/2020
    Rpc Company
    Tx, TX
  • 06/2021 → 06/2023
    Atlas Medstaff
    Ne, NE
  • 04/2017 → 05/2017
    Fastenal
    Tx, TX
  • 04/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2020 → 06/2021
    Jack Schroeder And Associates
    Tx, TX
  • 08/2023 → 03/2024
    Travel Nurse Across America
    Ar, AR
  • 02/2018 → 05/2018
    Texans For Greg Abbott
    -Nacogdoches, TX
  • 08/2020 → 12/2020
    Uber Eats
    Ca, CA
  • 05/2014 → 05/2017
    Cotton Patch Cafe
    Tx, TX
  • 05/2017 → 09/2019
    Clear Springs Resturant
    Tx, TX
  • 06/2023 → 08/2023
    The Ranger Group
    Tx, TX
Other Businesses

OBA-108782|OrgNmn:DoorDash|Org Addr:San Fransi,California,US|OBA Nature:Driver|Invst Rel:N|Title:Independent Contractor|Duties:Food delivery|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2024-07-26
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-07-26

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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