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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-24
TX RA APPROVED 2026-03-24
  • CO RA
    APPROVED
    Since 2026-03-24
  • TX RA
    APPROVED
    Since 2026-03-24

Branch Locations

Parker, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Roze Room Encino CA 08/2016 09/2018
Bristol Hospice Glendale CA 09/2022 10/2023
Mission Hospice Oxnard CA 10/2023 03/2025
Accentcare Health Glendale CA 09/2018 06/2022
Assisted Hospice And Home Health Thousand Oaks CA 03/2025 05/2025
Us Medtrade/Valley View Hospice Van Nuys CA 06/2022 09/2022
Fidelity Investments Greenwood Village CO 05/2025 Present
  • 08/2016 → 09/2018
    Roze Room
    Encino, CA
  • 09/2022 → 10/2023
    Bristol Hospice
    Glendale, CA
  • 10/2023 → 03/2025
    Mission Hospice
    Oxnard, CA
  • 09/2018 → 06/2022
    Accentcare Health
    Glendale, CA
  • 03/2025 → 05/2025
    Assisted Hospice And Home Health
    Thousand Oaks, CA
  • 06/2022 → 09/2022
    Us Medtrade/Valley View Hospice
    Van Nuys, CA
  • 05/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
  • S66 Uniform Combined State Law Examination
    2026-01-30
Other Names
  • Thomas Lee Carmody
  • Tom Lee Carmody
  • Thomas Carmody

View on SEC IAPD

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