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Katlyn Briggs

Strategic Advisers LLC

Castle Rock, CO

Greenwood Village, 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

Castle Rock, CO • 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
Fidelity Brokerage Services, Llc Westlake TX 10/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → Present
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Castle Rock, CO
    Greenwood Village, CO
Other Businesses

OBA-118079|OrgNmn:Curiosity Killd Designs LLC|Org Addr:Castle Roc,Colorado,US|OBA Nature:3D design and printing service|Invst Rel:N|Title:Owner|Duties:3D rendering design and printing for local or online sales|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
S63 Uniform Securities Agent State Law Examination 2015-12-14
  • S66 Uniform Combined State Law Examination
    2024-09-09
  • S63 Uniform Securities Agent State Law Examination
    2015-12-14
Other Names
  • Katlyn Elizabeth Schoelkopf
  • Katlyn Elizabeth Briggs

View on SEC IAPD

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