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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

343 S Teller St, Lakewood, CO 80226-7387 • United States

Littleton, CO • 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
Fidelity Investments Greenwood Village CO 07/2021 Present
Indiana University Bloomington IN 06/2019 07/2021
Carrington Mortgage Services, Llc Westfield IN 09/2015 10/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2019 → 07/2021
    Indiana University
    Bloomington, IN
  • 09/2015 → 10/2019
    Carrington Mortgage Services, Llc
    Westfield, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2021-11-19
Other Names
  • Brandt Aaron Kidwell

View on SEC IAPD

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