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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

Dallas, TX • United States

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • 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
Belmar Golf Club Norman OK 05/2021 07/2021
Fidelity Investments Plano TX 04/2024 Present
Home Depot Allen TX 06/2017 12/2017
-Full Time Student Norman OK 08/2019 05/2023
Unemployed Anna TX 05/2023 04/2024
-Full Time Student Mckinney TX 08/2011 08/2019
Amazon Oklahoma City OK 06/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 07/2021
    Belmar Golf Club
    Norman, OK
  • 04/2024 → Present
    Fidelity Investments
    Plano, TX
  • 06/2017 → 12/2017
    Home Depot
    Allen, TX
  • 08/2019 → 05/2023
    -Full Time Student
    Norman, OK
  • 05/2023 → 04/2024
    Unemployed
    Anna, TX
  • 08/2011 → 08/2019
    -Full Time Student
    Mckinney, TX
  • 06/2022 → 08/2022
    Amazon
    Oklahoma City, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plano, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-28

View on SEC IAPD

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