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Reginald Lloyd Tomac

Strategic Advisers LLC

Greenwood Village, CO

Parker, 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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Parker, 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
Scottrade Inc Denver CO 08/2015 12/2016
Scottrade Inc Denver CO 01/2017 08/2018
Fidelity Investments Greenwood Village CO 02/2021 Present
Td Ameritrade, Inc. St Louis MO 09/2018 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 12/2016
    Scottrade Inc
    Denver, CO
  • 01/2017 → 08/2018
    Scottrade Inc
    Denver, CO
  • 02/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2018 → 01/2021
    Td Ameritrade, Inc.
    St Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2018-03-15 → 2021-01-28
    Td Ameritrade, Inc.
    Omaha, NE
    St. Louis, MO
    Eau Claire, WI
    Denver, CO
    St. Louis, MO
    St Louis, MO
    Traverse City, MI
  • 2018-03-16 → 2021-01-28
    Td Ameritrade Investment Management, Llc
    Denver, CO
    St Louis, MO
    St. Louis, MO
  • 2017-05-30 → 2018-03-24
    Scottrade Investment Management
    Saint Louis, MO
    Westminster, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-30
S63 Uniform Securities Agent State Law Examination 2015-09-05
  • S66 Uniform Combined State Law Examination
    2017-05-30
  • S63 Uniform Securities Agent State Law Examination
    2015-09-05

View on SEC IAPD

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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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