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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

Fort Worth, 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
Aquatica Pool Management Inc. San Antonio TX 06/2018 08/2018
Fidelity Investments Westlake TX 06/2024 Present
Farrimond, Castillo & Bresnahan Attorneys At Law San Antonio TX 06/2022 07/2022
Camp Mystic Kerrville TX 06/2021 06/2021
Texas Christian University Fort Worth TX 08/2020 05/2024
Bucked Up Remote TX 05/2022 06/2024
Farrimond, Castillo & Bresnahan Attorneys At Law San Antonio TX 06/2023 06/2023
Cochran Orthodontics Llc San Antonio TX 04/2020 06/2024
Camp Mystic Kerrville TX 06/2020 07/2020
Unemployed San Antonio TX 08/2018 04/2020
Unemployed San Antonio TX 03/2002 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 08/2018
    Aquatica Pool Management Inc.
    San Antonio, TX
  • 06/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2022 → 07/2022
    Farrimond, Castillo & Bresnahan Attorneys At Law
    San Antonio, TX
  • 06/2021 → 06/2021
    Camp Mystic
    Kerrville, TX
  • 08/2020 → 05/2024
    Texas Christian University
    Fort Worth, TX
  • 05/2022 → 06/2024
    Bucked Up
    Remote, TX
  • 06/2023 → 06/2023
    Farrimond, Castillo & Bresnahan Attorneys At Law
    San Antonio, TX
  • 04/2020 → 06/2024
    Cochran Orthodontics Llc
    San Antonio, TX
  • 06/2020 → 07/2020
    Camp Mystic
    Kerrville, TX
  • 08/2018 → 04/2020
    Unemployed
    San Antonio, TX
  • 03/2002 → 05/2018
    Unemployed
    San Antonio, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Worth, TX
    Westlake, TX
Other Businesses

OBA-112041|OrgNmn:Bucked Up|Org Addr:American F,Utah,US|OBA Nature:Supplement and Fitness company|Invst Rel:N|Title:Brand Ambassador|Duties:Provide personalized discount code to potential customers and promote brand recogntion through social media posts. I receive store credit to p|StrtDt:05-02-22|TotHrs/mon:1|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-16
  • S66 Uniform Combined State Law Examination
    2024-12-16

View on SEC IAPD

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