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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

Fort Worth, 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
University Of Central Oklahoma Ok OK 08/2023 12/2023
School Chickasha OK 08/2004 04/2024
Fidelity Investments Jacksonville FL 04/2024 Present
O'REilly Auto Parts Ok OK 05/2018 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → 12/2023
    University Of Central Oklahoma
    Ok, OK
  • 08/2004 → 04/2024
    School
    Chickasha, OK
  • 04/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2018 → 08/2019
    O'REilly Auto Parts
    Ok, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-115135|OrgNmn:JLT|Org Addr:Stillwater,Oklahoma,US|OBA Nature:Family business that's a renta|Invst Rel:Y|Title:Officer|Duties:Attend meetings and vote|StrtDt:|TotHrs/mon:1|TrdHrs/mon:1|OBA-108851|OrgNmn:DLL Holdings Inc|Org Addr:Chickasha,Oklahoma,US|OBA Nature:Holds a land lease|Invst Rel:Y|Title:Officer|Duties:Attend meetings and evaluate the lease contract when it comes due.|StrtDt:08-15-16|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06

View on SEC IAPD

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