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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

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
Nektor Media Inc Co CO 04/2020 01/2024
Starbucks Co CO 09/2019 01/2024
Goodwill Of Colorado Co CO 05/2013 12/2016
Fidelity Investments Salt Lake City UT 01/2024 Present
Northwestern Mutual Co CO 03/2019 12/2022
Bierwerks Brewery Co CO 05/2013 08/2021
Goodwill Of Colorado Co CO 04/2018 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 01/2024
    Nektor Media Inc
    Co, CO
  • 09/2019 → 01/2024
    Starbucks
    Co, CO
  • 05/2013 → 12/2016
    Goodwill Of Colorado
    Co, CO
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2019 → 12/2022
    Northwestern Mutual
    Co, CO
  • 05/2013 → 08/2021
    Bierwerks Brewery
    Co, CO
  • 04/2018 → 03/2021
    Goodwill Of Colorado
    Co, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Parker, CO
    Greenwood Village, CO
Other Businesses

OBA-105795|OrgNmn:Starbucks Inc.|Org Addr:Colorado S,Colorado,US|OBA Nature:Coffee Shop|Invst Rel:N|Title:Employee|Duties:Customer Service; Personel care|StrtDt:09-06-19|TotHrs/mon:64|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-23
Other Names
  • Anna Grace Yarger
  • Anna Yarger

View on SEC IAPD

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