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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

Parker, 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 Investments Greenwood Villiage CO 03/2021 Present
John H. Glenn Research Center, Nasa Cleveland OH 06/2019 08/2020
University Of Colorado Denver Denver CO 01/2017 05/2019
Unemployed Parker CO 11/2016 01/2017
United States Marine Corps Camp Lejeune NC 11/2012 11/2016
Unemployed Parker CO 08/2020 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → Present
    Fidelity Investments
    Greenwood Villiage, CO
  • 06/2019 → 08/2020
    John H. Glenn Research Center, Nasa
    Cleveland, OH
  • 01/2017 → 05/2019
    University Of Colorado Denver
    Denver, CO
  • 11/2016 → 01/2017
    Unemployed
    Parker, CO
  • 11/2012 → 11/2016
    United States Marine Corps
    Camp Lejeune, NC
  • 08/2020 → 03/2021
    Unemployed
    Parker, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-127706|OrgNmn:Rental Property|Org Addr:Parker,Colorado,US|OBA Nature:Owned in my own name, no LLC|Invst Rel:Y|Title:Owner|Duties:Manage rental property|StrtDt:02-11-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-28
  • S66 Uniform Combined State Law Examination
    2021-06-28

View on SEC IAPD

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