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Geoffrey Deitrick

Strategic Advisers LLC

Thousand Oaks, CA

Simi Valley, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-13
CA RA APPROVED 2025-07-31
  • TX RA
    APPROVED_RES
    Since 2026-04-13
  • CA RA
    APPROVED
    Since 2025-07-31

Branch Locations

111 South Westlake Blvd Suite #103, Thousand Oaks, CA 91362-3807 • United States

Simi Valley, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nexa Mortgage Phoenix AZ 03/2021 09/2021
Fidelity Investments Thousand Oaks CA 05/2025 Present
Chase Financial Brokerage Company Northridge CA 09/2021 03/2022
Pennymac Loan Services Moorpark CA 07/2016 03/2021
Bank Of America Simi Valley CA 06/2022 04/2025
Unemployed Simi Valley CA 03/2022 06/2022
  • 03/2021 → 09/2021
    Nexa Mortgage
    Phoenix, AZ
  • 05/2025 → Present
    Fidelity Investments
    Thousand Oaks, CA
  • 09/2021 → 03/2022
    Chase Financial Brokerage Company
    Northridge, CA
  • 07/2016 → 03/2021
    Pennymac Loan Services
    Moorpark, CA
  • 06/2022 → 04/2025
    Bank Of America
    Simi Valley, CA
  • 03/2022 → 06/2022
    Unemployed
    Simi Valley, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
  • S66 Uniform Combined State Law Examination
    2025-03-31
Other Names
  • Geoffrey T. Deitrick
  • Geoffrey Todd Deitrick

View on SEC IAPD

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LPL FINANCIAL LLC · THOUSAND OAKS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · THOUSAND OAKS, CA
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