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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
Equitable Advisors, Llc Englewood CO 08/2021 09/2022
Equitable Advisors, Llc - Ian Cook And Corey Mable Englewood CO 12/2020 08/2021
Blackstone Country Club - Club Corp Aurora CO 06/2019 12/2020
The Egg And I Grand Junction CO 09/2018 05/2019
The Goat And Clover Tavern Grand Junction CO 09/2017 05/2019
Grandview High School - Cherry Creek School District Aurora CO 04/2021 06/2021
Oppenheimer Funds Inc Centennial CO 06/2018 08/2018
The Rock Restaurant And Bar Aurora CO 07/2014 02/2020
Colorado Mesa University Grand Junction CO 08/2015 05/2019
Fidelity Investments Denver CO 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 09/2022
    Englewood, CO
  • 12/2020 → 08/2021
    Equitable Advisors, Llc - Ian Cook And Corey Mable
    Englewood, CO
  • 06/2019 → 12/2020
    Blackstone Country Club - Club Corp
    Aurora, CO
  • 09/2018 → 05/2019
    The Egg And I
    Grand Junction, CO
  • 09/2017 → 05/2019
    The Goat And Clover Tavern
    Grand Junction, CO
  • 04/2021 → 06/2021
    Grandview High School - Cherry Creek School District
    Aurora, CO
  • 06/2018 → 08/2018
    Oppenheimer Funds Inc
    Centennial, CO
  • 07/2014 → 02/2020
    The Rock Restaurant And Bar
    Aurora, CO
  • 08/2015 → 05/2019
    Colorado Mesa University
    Grand Junction, CO
  • 09/2022 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2022-06-22 → 2022-08-31
    Greenwood Village, CO
Other Businesses

OBA-92480|OrgNmn:Team 91|Org Addr:Denver,Colorado,US|OBA Nature:Club lacrosse program - I am a|Invst Rel:N|Title:Coach|Duties:Attend week night (sometimes weekend) practices that begin after 5:30p, once business hours are closed. Coach tournaments on the weekends eith|StrtDt:09-24-22|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-21
  • S66 Uniform Combined State Law Examination
    2022-06-21
Other Names
  • Amanda Geary
  • Amanda Jayne Geary

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