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Joseph O'COnnor

Strategic Advisers LLC

Greenwood Village, CO

Denver, 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

Denver, 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
Homeadvisor Golden CO 10/2017 12/2020
Dish Network Littleton CO 07/2017 10/2017
Layer3Tv Denver CO 02/2017 06/2017
Ymca Wichita KS 06/2015 02/2017
Handcrafted Wine & Spirit Wichita KS 10/2016 02/2017
Equitable Advisors, Llc New York NY 12/2020 10/2023
Fidelity Investments Broomfield CO 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 12/2020
    Homeadvisor
    Golden, CO
  • 07/2017 → 10/2017
    Dish Network
    Littleton, CO
  • 02/2017 → 06/2017
    Layer3Tv
    Denver, CO
  • 06/2015 → 02/2017
    Ymca
    Wichita, KS
  • 10/2016 → 02/2017
    Handcrafted Wine & Spirit
    Wichita, KS
  • 12/2020 → 10/2023
    Equitable Advisors, Llc
    New York, NY
  • 10/2023 → Present
    Fidelity Investments
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
  • 2021-04-02 → 2023-11-15
    Equitable Advisors, Llc
    Greenwood Village, CO
    Lakewood, CO
Other Businesses

OBA-115201|OrgNmn:Wag|Org Addr:Denver,Colorado,US|OBA Nature:Dog walking |Invst Rel:N|Title:Independent Contractor|Duties:Walk dogs|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-115202|OrgNmn:Rover|Org Addr:Denver,Colorado,US|OBA Nature:Pet sitting |Invst Rel:N|Title:Pet sitter |Duties:pet sitting |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-26
  • S66 Uniform Combined State Law Examination
    2021-03-26
Other Names
  • Joseph O'COnnor
  • Joseph Oconnor

View on SEC IAPD

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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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