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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

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

Fort Worth, TX • 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
Unemployed Watauga TX 01/2018 05/2018
Cici'S Pizza Fort Worth TX 05/2018 08/2018
Tyler'S (Dale Grimes Enterprises) Southlake TX 06/2020 07/2021
Gattis Pizza North Richland Hills TX 06/2017 01/2018
Gap Inc (Old Navy) Southlake TX 10/2018 01/2019
Unemployed Watauga TX 06/2001 06/2017
Unemployed Watauga TX 07/2019 06/2020
Gap Inc (Gap) Fort Worth TX 07/2021 10/2022
Unemployed Aledo TX 01/2019 06/2019
Polo Ralph Lauren Fort Worth TX 08/2018 10/2018
Gap Inc (Old Navy) Denton TX 10/2022 02/2023
Gap Inc (Old Navy) Fort Worth TX 06/2019 07/2019
Cole Haan Fort Worth TX 02/2023 07/2024
Fidelity Investments Westlake TX 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 05/2018
    Unemployed
    Watauga, TX
  • 05/2018 → 08/2018
    Cici'S Pizza
    Fort Worth, TX
  • 06/2020 → 07/2021
    Tyler'S (Dale Grimes Enterprises)
    Southlake, TX
  • 06/2017 → 01/2018
    Gattis Pizza
    North Richland Hills, TX
  • 10/2018 → 01/2019
    Gap Inc (Old Navy)
    Southlake, TX
  • 06/2001 → 06/2017
    Unemployed
    Watauga, TX
  • 07/2019 → 06/2020
    Unemployed
    Watauga, TX
  • 07/2021 → 10/2022
    Gap Inc (Gap)
    Fort Worth, TX
  • 01/2019 → 06/2019
    Unemployed
    Aledo, TX
  • 08/2018 → 10/2018
    Polo Ralph Lauren
    Fort Worth, TX
  • 10/2022 → 02/2023
    Gap Inc (Old Navy)
    Denton, TX
  • 06/2019 → 07/2019
    Gap Inc (Old Navy)
    Fort Worth, TX
  • 02/2023 → 07/2024
    Cole Haan
    Fort Worth, TX
  • 07/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Roanoke, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • Kassidy M Crawford
  • Kassidy Crawford

View on SEC IAPD

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