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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Terra Strategies Raleigh NC 08/2016 10/2016
Hillary For America Charlotte NC 10/2016 11/2016
Denver Jewish Day School Denver CO 11/2016 03/2020
Mike Bloomberg For America Denver CO 03/2020 04/2020
Fist With Purpose Denver CO 01/2020 09/2020
Fidelity Investments Llc Greenwood Village CO 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 10/2016
    Terra Strategies
    Raleigh, NC
  • 10/2016 → 11/2016
    Hillary For America
    Charlotte, NC
  • 11/2016 → 03/2020
    Denver Jewish Day School
    Denver, CO
  • 03/2020 → 04/2020
    Mike Bloomberg For America
    Denver, CO
  • 01/2020 → 09/2020
    Fist With Purpose
    Denver, CO
  • 09/2020 → Present
    Fidelity Investments Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2013-07-19 → 2015-06-29
    Englewood, CO
    Lone Tree, CO
  • 2013-03-18 → 2013-06-14
    Aurora, CO
    St Louis, MO
Other Businesses

OBA-129824|OrgNmn:GoPuff Delivery|Org Addr:Aurora,Colorado,US|OBA Nature:on-demand consumer goods deliv|Invst Rel:N|Title:Independent Contractor|Duties:Pick up and deliver pre-packaged consumer goods to customers No involvement in financial services, investing, or advisory activities No client|StrtDt:05-07-26|TotHrs/mon:12|TrdHrs/mon:0|OBA-129825|OrgNmn:Renting Townhouse|Org Addr:Aurora,Colorado,US|OBA Nature:real estate rental|Invst Rel:Y|Title:Landlord|Duties:received monthly rent; be available to schedule maintenance repairs|StrtDt:07-01-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-07
S63 Uniform Securities Agent State Law Examination 2021-01-28
  • S66 Uniform Combined State Law Examination
    2021-07-07
  • S63 Uniform Securities Agent State Law Examination
    2021-01-28
Other Names
  • Britany James
  • Brittany James
  • Brittany Nicole James
  • Brittany N James

View on SEC IAPD

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