Patricio Chapa

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
CO	RA	APPROVED	2026-08-07
TX	RA	APPROVED	2025-08-28

CO RA
APPROVED

Since 2026-08-07
TX RA
APPROVED

Since 2025-08-28

Branch Locations

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

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Glendale, CO • 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	College Station	TX	09/2023	05/2024
Unemployed	College Station	TX	09/2020	09/2021
Obstacle Warrior Kids	Dallas	TX	07/2018	08/2020
Ecom Atlantic	Dallas	TX	06/2023	08/2023
Unemployed	Dallas	TX	01/2013	06/2018
Fidelity Investments	Westlake	TX	06/2024	Present
Art2 Catering	Dallas	TX	10/2021	06/2023

09/2023 → 05/2024

Unemployed

College Station, TX
09/2020 → 09/2021

Unemployed

College Station, TX
07/2018 → 08/2020

Obstacle Warrior Kids

Dallas, TX
06/2023 → 08/2023

Ecom Atlantic

Dallas, TX
01/2013 → 06/2018

Unemployed

Dallas, TX
06/2024 → Present

Fidelity Investments

Westlake, TX
10/2021 → 06/2023

Art2 Catering

Dallas, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-28
S63	Uniform Securities Agent State Law Examination	2024-09-24

S66 Uniform Combined State Law Examination

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

2024-09-24

View on SEC IAPD

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