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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
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Denver, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Ameriprise Financial Services Inc Las Vegas NV 06/2018 04/2021
Old Greenwood Golf Course Truckee CA 05/2016 10/2016
Unemployed Reno NV 08/2016 05/2017
Pub N Sub Reno NV 05/2017 09/2017
Republican Party Reno NV 09/2017 12/2017
Unemployed Las Vegas NV 12/2017 05/2018
Fidelity Investments Broomfield CO 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 04/2021
    Ameriprise Financial Services Inc
    Las Vegas, NV
  • 05/2016 → 10/2016
    Old Greenwood Golf Course
    Truckee, CA
  • 08/2016 → 05/2017
    Unemployed
    Reno, NV
  • 05/2017 → 09/2017
    Pub N Sub
    Reno, NV
  • 09/2017 → 12/2017
    Republican Party
    Reno, NV
  • 12/2017 → 05/2018
    Unemployed
    Las Vegas, NV
  • 05/2021 → Present
    Fidelity Investments
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-11
  • S66 Uniform Combined State Law Examination
    2018-10-11

View on SEC IAPD

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