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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

Denver, 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 Denver CO 01/2020 10/2020
Ion Solar Denver CO 10/2019 12/2019
Cincinnati Childrens Hospital Cincinnati OH 01/2018 10/2019
Cincinnati Childrens Hospital Cincinnati OH 03/2017 01/2018
Xavier University Cincinnati OH 08/2013 05/2017
Robinhood Financial Denver CO 02/2021 01/2023
Fidelity Brokerage Services Llc Denver CO 10/2020 01/2021
Robinhood Markets, Inc Denver CO 06/2022 01/2023
Fidelity Investments Denver CO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 10/2020
    Fidelity Brokerage Services Llc
    Denver, CO
  • 10/2019 → 12/2019
    Ion Solar
    Denver, CO
  • 01/2018 → 10/2019
    Cincinnati Childrens Hospital
    Cincinnati, OH
  • 03/2017 → 01/2018
    Cincinnati Childrens Hospital
    Cincinnati, OH
  • 08/2013 → 05/2017
    Xavier University
    Cincinnati, OH
  • 02/2021 → 01/2023
    Robinhood Financial
    Denver, CO
  • 10/2020 → 01/2021
    Fidelity Brokerage Services Llc
    Denver, CO
  • 06/2022 → 01/2023
    Robinhood Markets, Inc
    Denver, CO
  • 01/2023 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2020-10-19 → 2021-01-29
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-112401|OrgNmn:Notary|Org Addr:Denver,Colorado,US|OBA Nature:Notarizing Documents Digitally|Invst Rel:N|Title:Notary|Duties:Act as the ceritified public remote notary that I currently am|StrtDt:08-28-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-14
S63 Uniform Securities Agent State Law Examination 2020-05-20
  • S66 Uniform Combined State Law Examination
    2020-10-14
  • S63 Uniform Securities Agent State Law Examination
    2020-05-20
Other Names
  • Drew Turner

View on SEC IAPD

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