Cole Thompson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-27

TX RA
APPROVED

Since 2025-10-27

Branch Locations

Grapevine, 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

Organization	City	State	From	To
Unemployed	Grapevine	TX	11/2019	01/2020
Highland Park Village Management	Highland Park	TX	05/2023	08/2023
Unemployed	Grapevine	TX	01/2014	05/2019
Panera Bread	Southlake	TX	01/2020	06/2020
Alkami Technology	Plano	TX	05/2022	08/2022
Student	Norman	OK	06/2020	05/2024
Abercrombie & Fitch	Grapevine	TX	05/2019	11/2019
Fidelity Investments	Westlake	TX	06/2024	Present

11/2019 → 01/2020

Unemployed

Grapevine, TX
05/2023 → 08/2023

Highland Park Village Management

Highland Park, TX
01/2014 → 05/2019

Unemployed

Grapevine, TX
01/2020 → 06/2020

Panera Bread

Southlake, TX
05/2022 → 08/2022

Alkami Technology

Plano, TX
06/2020 → 05/2024

Student

Norman, OK
05/2019 → 11/2019

Abercrombie & Fitch

Grapevine, TX
06/2024 → Present

Fidelity Investments

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-28
S63	Uniform Securities Agent State Law Examination	2024-10-04

S66 Uniform Combined State Law Examination

2025-08-28
S63 Uniform Securities Agent State Law Examination

2024-10-04

View on SEC IAPD

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