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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

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Hyvee Rochester MN 02/2016 03/2017
Dececco Usa Pmi New York NY 05/2018 08/2018
Benedictine College Atchison KS 09/2017 03/2019
Mei System Inc. Wood Dale IL 06/2019 08/2019
Board Of Governors Of The Federal Reserve Washington DC 06/2020 08/2020
Fidelity Investments Greenwood Village CO 06/2021 Present
Benedictine College Atchison KS 08/2017 05/2021
Mayo High School Rochester MN 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 03/2017
    Hyvee
    Rochester, MN
  • 05/2018 → 08/2018
    Dececco Usa Pmi
    New York, NY
  • 09/2017 → 03/2019
    Benedictine College
    Atchison, KS
  • 06/2019 → 08/2019
    Mei System Inc.
    Wood Dale, IL
  • 06/2020 → 08/2020
    Board Of Governors Of The Federal Reserve
    Washington, DC
  • 06/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2017 → 05/2021
    Benedictine College
    Atchison, KS
  • 08/2013 → 05/2017
    Mayo High School
    Rochester, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-11
  • S66 Uniform Combined State Law Examination
    2021-10-11

View on SEC IAPD

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