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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

Carrollton, 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
- Orlando FL 08/2016 12/2016
Fidelity Investments Westlake TX 05/2024 Present
Movement Gyms Plano TX 09/2023 05/2024
- Lake Forest CA 12/2016 08/2017
University Of North Texas Denton TX 01/2020 05/2021
Tpg Hotels, Resorts & Marinas Mckinney TX 09/2023 04/2024
Fidelity Through Education At Work Tempe AZ 09/2020 07/2021
Spire Hospitality Irving TX 05/2022 09/2023
University Of North Texas Denton TX 08/2018 09/2020
Aimbridge Hospitality Plano TX 07/2021 05/2022
Madison Land Llc Carrollton TX 06/2023 12/2023
- Flower Mound TX 08/2017 08/2018
  • 08/2016 → 12/2016
    -
    Orlando, FL
  • 05/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 09/2023 → 05/2024
    Movement Gyms
    Plano, TX
  • 12/2016 → 08/2017
    -
    Lake Forest, CA
  • 01/2020 → 05/2021
    University Of North Texas
    Denton, TX
  • 09/2023 → 04/2024
    Tpg Hotels, Resorts & Marinas
    Mckinney, TX
  • 09/2020 → 07/2021
    Fidelity Through Education At Work
    Tempe, AZ
  • 05/2022 → 09/2023
    Spire Hospitality
    Irving, TX
  • 08/2018 → 09/2020
    University Of North Texas
    Denton, TX
  • 07/2021 → 05/2022
    Aimbridge Hospitality
    Plano, TX
  • 06/2023 → 12/2023
    Madison Land Llc
    Carrollton, TX
  • 08/2017 → 08/2018
    -
    Flower Mound, TX
Other Businesses

OBA-121133|OrgNmn:Keystone AV, LLC|Org Addr:Dallas,Texas,US|OBA Nature:Metal Fabrication|Invst Rel:N|Title:Employee|Duties:Help finish up products by painting and packaging them|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-109875|OrgNmn:Uber Technologies, Inc.|Org Addr:San Franci,California,US|OBA Nature:Uber is a transportation compa|Invst Rel:N|Title:Employee|Duties:Deliver food to customers, deliver groceries to customers, give rides to customers, communicate with customers through an application.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-109912|OrgNmn:Instarcart - Maplebear Inc.|Org Addr:San Franci,California,US|OBA Nature:Grocery Delivery business|Invst Rel:N|Title:Independent Contractor|Duties:Deliver groceries to customers through an application|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-09-10
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-10
Other Names
  • Cat D Beimesch
  • Cat D Cao
  • Danggiacat Cao
  • Cat Cao
  • Dang Cao
  • Danggiacat G Cao
  • Dang G Cao
  • Cat Beimesch

View on SEC IAPD

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