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Kayla Herron

Strategic Advisers LLC

Irving, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-11
  • TX RA
    APPROVED
    Since 2025-09-11

Branch Locations

Irving, 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
Big Thought Dallas TX 01/2018 08/2018
Fidelity Investments Westlake TX 06/2024 Present
Plano Isd Plano TX 07/2019 05/2024
Ee&G Azle TX 01/2015 12/2020
Irving Isd Irving TX 01/2019 05/2019
  • 01/2018 → 08/2018
    Big Thought
    Dallas, TX
  • 06/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2019 → 05/2024
    Plano Isd
    Plano, TX
  • 01/2015 → 12/2020
    Ee&G
    Azle, TX
  • 01/2019 → 05/2019
    Irving Isd
    Irving, TX
Other Businesses

OBA-110609|OrgNmn:Birdhouse Vacation Homes LLC|Org Addr:Irving,Texas,US|OBA Nature:Short term rental property|Invst Rel:Y|Title:I am a part-owner of the LLC.|Duties:Short-term rental property ownership and operation|StrtDt:08-31-22|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
S63 Uniform Securities Agent State Law Examination 2024-10-08
  • S66 Uniform Combined State Law Examination
    2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2024-10-08
Other Names
  • Kayla Herron
  • Kayla Elizabeth Herron

View on SEC IAPD

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