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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
CO RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-08-12
  • CO RA
    APPROVED
    Since 2025-03-31

Branch Locations

Peyton, CO • United States

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • 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
Raymond James Financial Services, Inc. Colorado Springs CO 08/2021 04/2024
Security Service Federal Credit Union Colorado Springs CO 08/2020 04/2024
Roadhouse Cinemas Colorado Springs CO 08/2020 10/2020
Ent Credit Union Colorado Springs CO 06/2018 07/2020
Texas Roadhouse Monument CO 08/2013 05/2019
Ymca Of The Pikes Peak Region Monument CO 05/2011 06/2017
Security Service Investment Group Colorado Springs CO 08/2021 04/2024
Unemployed Colorado Springs CO 07/2020 08/2020
Jim's Neighborhood Lounge Colorado Springs CO 12/2022 07/2024
Fidelity Investments Colorado Springs CO 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 04/2024
    Raymond James Financial Services, Inc.
    Colorado Springs, CO
  • 08/2020 → 04/2024
    Security Service Federal Credit Union
    Colorado Springs, CO
  • 08/2020 → 10/2020
    Roadhouse Cinemas
    Colorado Springs, CO
  • 06/2018 → 07/2020
    Ent Credit Union
    Colorado Springs, CO
  • 08/2013 → 05/2019
    Texas Roadhouse
    Monument, CO
  • 05/2011 → 06/2017
    Ymca Of The Pikes Peak Region
    Monument, CO
  • 08/2021 → 04/2024
    Security Service Investment Group
    Colorado Springs, CO
  • 07/2020 → 08/2020
    Unemployed
    Colorado Springs, CO
  • 12/2022 → 07/2024
    Jim's Neighborhood Lounge
    Colorado Springs, CO
  • 07/2024 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Colorado Springs, CO
    Peyton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-27
  • S66 Uniform Combined State Law Examination
    2024-12-27
Other Names
  • Brooke Martinez
  • Brooke Aspen Martinez
  • Brooke Aspen Attaway
  • Brooke Attaway

View on SEC IAPD

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