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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

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Lewisville, 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
Student Tucson AZ 08/2021 05/2022
Defunct Plano TX 01/2020 03/2020
Fidelity Investments Plano TX 07/2024 Present
Student Tucson AZ 03/2020 05/2021
Ebb & Flow Plano TX 05/2022 08/2022
Bearfoot Lifeguarding Lewisville TX 06/2017 08/2017
Student Carrollton TX 06/2014 06/2017
Student Carrollton TX 08/2017 01/2020
Ifratelli Plano TX 05/2021 08/2021
Student Tucson AZ 08/2022 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 05/2022
    Student
    Tucson, AZ
  • 01/2020 → 03/2020
    Defunct
    Plano, TX
  • 07/2024 → Present
    Fidelity Investments
    Plano, TX
  • 03/2020 → 05/2021
    Student
    Tucson, AZ
  • 05/2022 → 08/2022
    Ebb & Flow
    Plano, TX
  • 06/2017 → 08/2017
    Bearfoot Lifeguarding
    Lewisville, TX
  • 06/2014 → 06/2017
    Student
    Carrollton, TX
  • 08/2017 → 01/2020
    Student
    Carrollton, TX
  • 05/2021 → 08/2021
    Ifratelli
    Plano, TX
  • 08/2022 → 06/2024
    Student
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lewisville, TX
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2024-11-15

View on SEC IAPD

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