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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

Englewood, 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
Fidelity Investments Merrimack NH 07/2021 Present
Walmart Geneseo NY 06/2020 07/2020
Suny Geneseo Geneseo NY 08/2016 05/2021
At Your Service Catering Sayville NY 07/2018 08/2019
Meat Farms Grocery Bohemia NY 10/2016 03/2018
Carraba's Italian Grill Central Islip NY 06/2017 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2020 → 07/2020
    Walmart
    Geneseo, NY
  • 08/2016 → 05/2021
    Suny Geneseo
    Geneseo, NY
  • 07/2018 → 08/2019
    At Your Service Catering
    Sayville, NY
  • 10/2016 → 03/2018
    Meat Farms Grocery
    Bohemia, NY
  • 06/2017 → 07/2019
    Carraba's Italian Grill
    Central Islip, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
Other Businesses

OBA-126350|OrgNmn:Food/GroceryDelivery|Org Addr:Englewood,Colorado,US|OBA Nature:instacart/doordash/uber|Invst Rel:N|Title:Independent Contractor|Duties:deliver food/grocery|StrtDt:03-07-26|TotHrs/mon:8|TrdHrs/mon:0|OBA-105391|OrgNmn:Independent Music|Org Addr:Denver,Colorado,US|OBA Nature:Independent Music Producer|Invst Rel:N|Title:Music Producer|Duties:Just making music on my own accord and uploading it to distribution platforms. I will also be collaborating with other artists.|StrtDt:01-09-24|TotHrs/mon:5|TrdHrs/mon:0|OBA-120015|OrgNmn:Independent DJ|Org Addr:Denver,Colorado,US|OBA Nature:I am a music producer and dj w|Invst Rel:N|Title:Producer/DJ|Duties:Make music and play it for my fans solely outside of working hours.|StrtDt:06-10-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-07
S63 Uniform Securities Agent State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2022-05-07
  • S63 Uniform Securities Agent State Law Examination
    2021-12-17

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