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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

Timnath, 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
Jackson National Life Distributors Llc Franklin TN 10/2017 01/2021
Edgewater Beach And Cabana Club Sea Bright NJ 07/2017 09/2017
Twin Rivers Marine Construction Sea Bright NJ 09/2016 07/2017
The Leaders Group, Inc. Littleton CO 01/2021 06/2021
Dpl Financial Partners Louisville KY 01/2021 06/2021
Fidelity Investments Fort Collins CO 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 01/2021
    Jackson National Life Distributors Llc
    Franklin, TN
  • 07/2017 → 09/2017
    Edgewater Beach And Cabana Club
    Sea Bright, NJ
  • 09/2016 → 07/2017
    Twin Rivers Marine Construction
    Sea Bright, NJ
  • 01/2021 → 06/2021
    The Leaders Group, Inc.
    Littleton, CO
  • 01/2021 → 06/2021
    Dpl Financial Partners
    Louisville, KY
  • 07/2021 → Present
    Fidelity Investments
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Collins, CO
Other Businesses

OBA-129557|OrgNmn:Timnath Middle High School |Org Addr:Timnath,Colorado,US|OBA Nature:I am coaching football at the |Invst Rel:N|Title:Assistant Football Coach|Duties:Coach Highschool Football|StrtDt:08-03-26|TotHrs/mon:40|TrdHrs/mon:0|OBA-105574|OrgNmn:Timnath Middle High School Head Wrestling Coach|Org Addr:Timnath,Colorado,US|OBA Nature:This is to be approved to be a|Invst Rel:N|Title:Head Coach|Duties:I am coaching the sport of wrestling to 25-30 9th through 12th graders at Timnath Middle High School. |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-16
S63 Uniform Securities Agent State Law Examination 2017-12-29
  • S66 Uniform Combined State Law Examination
    2021-08-16
  • S63 Uniform Securities Agent State Law Examination
    2017-12-29
Designations
Other Names
  • Cody Platzer Omalley
  • Cody Omalley
  • Cody O'MAlley

View on SEC IAPD

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