Lisa M Green

Strategic Advisers LLC

Bonney Lake, WA

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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	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Bonney Lake, WA • 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
Ameriprise Financial Services, Inc.	Tacoma	WA	10/2009	06/2023
Fidelity Investments	Bonney Lake	WA	09/2023	Present
Unemployed	Bonney Lake	WA	06/2023	09/2023
Fidelity Investments	Boston	MA	03/2025	Present

10/2009 → 06/2023

Ameriprise Financial Services, Inc.

Tacoma, WA
09/2023 → Present

Fidelity Investments

Bonney Lake, WA
06/2023 → 09/2023

Unemployed

Bonney Lake, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-10-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bonney Lake, WA
2009-10-05 → 2023-06-07

Ameriprise Financial Services, Llc

Tacoma, WA
2008-11-11 → 2009-10-05

Ameriprise Advisor Services, Inc.

Tacoma, WA

Other Businesses

OBA-102800|OrgNmn:Hinkleman Heights HOA|Org Addr:Bonney Lak,Washington,US|OBA Nature:Homeowners Association|Invst Rel:N|Title:Treasurer|Duties:Pay monthly bills, collect Association dues, present financial summaries|StrtDt:08-28-25|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-10-30

S66 Uniform Combined State Law Examination

2008-10-30

Other Names

Lisa Marie Breedlove
Lisa Marie Green

View on SEC IAPD

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