Best Investors Account Sign in
Inactive

Valeria Alexandra Lopez

Strategic Advisers LLC

Greenwood Village, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-25
CO RA APPROVED 2015-03-10
  • TX RA
    APPROVED_RES
    Since 2023-05-25
  • CO RA
    APPROVED
    Since 2015-03-10

Branch Locations

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
Strategic Advisers, Inc. Denver CO 01/2015 Present
  • 01/2015 → Present
    Strategic Advisers, Inc.
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-25
S63 Uniform Securities Agent State Law Examination 2012-07-18
  • S66 Uniform Combined State Law Examination
    2014-03-25
  • S63 Uniform Securities Agent State Law Examination
    2012-07-18
Other Names
  • Valeria Alexandra Criollo

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor