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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

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
University Of Alabama Huntsville AL 08/2017 06/2019
Era Music Llc Fort Worth TX 12/2021 07/2024
University Of North Texas Denton TX 08/2019 06/2023
Fidelity Investments Westlake TX 07/2024 Present
Fitness Connection Watauga TX 06/2021 07/2021
Keller Central High School Fort Worth TX 08/2016 05/2017
Fusion Capital Management Coppell TX 01/2020 03/2020
Northpark Ymca Fort Worth TX 05/2019 08/2019
Lone Star Valet Dallas TX 01/2020 03/2020
Hg Sply Co Trophy Club TX 03/2021 11/2021
Northpark Ymca Fort Worth TX 05/2018 08/2018
The Keller Pointe Keller TX 05/2019 08/2019
  • 08/2017 → 06/2019
    University Of Alabama
    Huntsville, AL
  • 12/2021 → 07/2024
    Era Music Llc
    Fort Worth, TX
  • 08/2019 → 06/2023
    University Of North Texas
    Denton, TX
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2021 → 07/2021
    Fitness Connection
    Watauga, TX
  • 08/2016 → 05/2017
    Keller Central High School
    Fort Worth, TX
  • 01/2020 → 03/2020
    Fusion Capital Management
    Coppell, TX
  • 05/2019 → 08/2019
    Northpark Ymca
    Fort Worth, TX
  • 01/2020 → 03/2020
    Lone Star Valet
    Dallas, TX
  • 03/2021 → 11/2021
    Hg Sply Co
    Trophy Club, TX
  • 05/2018 → 08/2018
    Northpark Ymca
    Fort Worth, TX
  • 05/2019 → 08/2019
    The Keller Pointe
    Keller, TX
Other Businesses

OBA-111386|OrgNmn:Era Music LLC|Org Addr:Fort Worth,Texas,US|OBA Nature:Entertaiment media company|Invst Rel:N|Title:Partner|Duties:attending perfomances, marketing. |StrtDt:01-01-21|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
S63 Uniform Securities Agent State Law Examination 2024-10-25
  • S66 Uniform Combined State Law Examination
    2025-10-28
  • S63 Uniform Securities Agent State Law Examination
    2024-10-25

View on SEC IAPD

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