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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Broomfield, CO • 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
Cuso Financial Services, Lp San Diego CA 04/2015 09/2020
Bellco Credit Union Westminster CO 03/2018 09/2020
Unemployed Westminster CO 09/2020 01/2021
Fidelity Investments Greenwood Village CO 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 09/2020
    Cuso Financial Services, Lp
    San Diego, CA
  • 03/2018 → 09/2020
    Bellco Credit Union
    Westminster, CO
  • 09/2020 → 01/2021
    Unemployed
    Westminster, CO
  • 01/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2015-04-15 → 2020-09-11
    Cuso Financial Services, L.P.
    Redlands, CA
    Yucaipa, CA
    Westminster, CO
    Thornton, CO
  • 2013-08-20 → 2015-04-06
    Lawing Financial Inc
    Greenwood Village, CO
    Overland Park, KS
  • 2012-11-12 → 2013-08-20
    Denver, CO
    Fort Mill, SC
    Denver, CO
  • 2010-07-30 → 2012-11-16
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Denver, CO
  • 2008-06-27 → 2010-07-16
    Cuso Financial Services, L.P.
    Littleton, CO
  • 2007-02-28 → 2008-05-01
    St Louis, MO
    Fort Collins, CO
    Ft Collins, CO
Other Businesses

OBA-104172|OrgNmn:American Heritage Girls troop 3031|Org Addr:Broomfield,Colorado,US|OBA Nature:Leadership and character devel|Invst Rel:Y|Title:Treasurer for chapter 3031|Duties:Handle Dues and pay bills as approved by committee. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-15
  • S66 Uniform Combined State Law Examination
    2007-02-15
Other Names
  • Thomas Brunz
  • Thomas Jacob Brunz

View on SEC IAPD

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