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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

Arvada, CO • United States

343 S Teller St, Lakewood, CO 80226-7387 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 12/2020 Present
Steve's Distributing, Llc Longmont CO 01/2018 11/2020
Home Advisor Golden CO 07/2016 11/2017
Northwest Distribution, Inc Fort Collins CO 01/2015 05/2017
Dfl Pizza, Llc Arvada CO 05/2018 05/2018
World Class Health, Llc Broomfield CO 01/2018 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2018 → 11/2020
    Steve's Distributing, Llc
    Longmont, CO
  • 07/2016 → 11/2017
    Home Advisor
    Golden, CO
  • 01/2015 → 05/2017
    Northwest Distribution, Inc
    Fort Collins, CO
  • 05/2018 → 05/2018
    Dfl Pizza, Llc
    Arvada, CO
  • 01/2018 → 05/2018
    World Class Health, Llc
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-23
  • S66 Uniform Combined State Law Examination
    2021-03-23

View on SEC IAPD

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