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Timothy Leach

Strategic Advisers LLC

Greenwood Village, CO

Englewood, CO

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

Branch Locations

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

Englewood, 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
Trust Company Of America Centennial CO 11/2016 09/2018
Tcadvisors Network, Inc Centennial CO 06/2017 09/2018
Unemployed Centennial CO 07/2016 11/2016
E*Trade Securities Llc Centennial CO 09/2018 02/2020
E*Trade Securities Llc Centennial CO 02/2020 05/2020
E*Trade Securities Llc Centennial CO 05/2020 08/2021
Fidelity Investments Lone Tree CO 11/2022 Present
Iamclinic Denver CO 10/2021 10/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 09/2018
    Trust Company Of America
    Centennial, CO
  • 06/2017 → 09/2018
    Tcadvisors Network, Inc
    Centennial, CO
  • 07/2016 → 11/2016
    Unemployed
    Centennial, CO
  • 09/2018 → 02/2020
    E*Trade Securities Llc
    Centennial, CO
  • 02/2020 → 05/2020
    E*Trade Securities Llc
    Centennial, CO
  • 05/2020 → 08/2021
    E*Trade Securities Llc
    Centennial, CO
  • 11/2022 → Present
    Fidelity Investments
    Lone Tree, CO
  • 10/2021 → 10/2022
    Iamclinic
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lone Tree, CO
  • 2013-06-28 → 2016-08-03
    Equitable Advisors, Llc
    Greenwood Village, CO
    Littleton, CO
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-06
  • S66 Uniform Combined State Law Examination
    2022-12-06
Designations
Other Names
  • Timothy Leach
  • Timothy Michael Leach

View on SEC IAPD

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Other Investors

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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

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