Brandon Michael Ives

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	2026-02-03

TX RA
APPROVED

Since 2026-02-03

Branch Locations

Dallas, 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
Amazon Fulfillment Associate	San Marcos	TX	07/2021	07/2022
Nextlink Internet Tim Kappell\|	Hudson Oaks	TX	07/2022	07/2024
Fidelity Investments	Westlake	TX	07/2024	Present
Mwr	Killeen	TX	05/2016	08/2020
Copperas Cove High School	Copperas Cove	TX	08/2015	05/2019
Unemployed	San Marcos	TX	08/2020	07/2021

07/2021 → 07/2022

Amazon Fulfillment Associate

San Marcos, TX
07/2022 → 07/2024

Nextlink Internet Tim Kappell|

Hudson Oaks, TX
07/2024 → Present

Fidelity Investments

Westlake, TX
05/2016 → 08/2020

Mwr

Killeen, TX
08/2015 → 05/2019

Copperas Cove High School

Copperas Cove, TX
08/2020 → 07/2021

Unemployed

San Marcos, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-02
S63	Uniform Securities Agent State Law Examination	2024-10-24

S66 Uniform Combined State Law Examination

2026-02-02
S63 Uniform Securities Agent State Law Examination

2024-10-24

Other Names

Brandon M Ives
Brandon Ives

View on SEC IAPD

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