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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-29
TX RA APPROVED 2025-10-29
  • AZ RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

Tucson, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • 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
Southern Illinois University Carbondale IL 08/2018 05/2022
Greeley Country Club Greeley CO 05/2019 08/2023
Fidelity Brokerage Services, Llc Tucson AZ 12/2024 Present
Unemployment Greeley CO 12/2014 04/2017
Oro Valley Country Club Oro Valley AZ 02/2024 11/2024
Work Out West Greeley CO 05/2017 08/2018
Greeley Country Club Greeley CO 05/2022 01/2024
Strategic Advisors, Llc Tucson AZ 10/2025 Present
  • 08/2018 → 05/2022
    Southern Illinois University
    Carbondale, IL
  • 05/2019 → 08/2023
    Greeley Country Club
    Greeley, CO
  • 12/2024 → Present
    Fidelity Brokerage Services, Llc
    Tucson, AZ
  • 12/2014 → 04/2017
    Unemployment
    Greeley, CO
  • 02/2024 → 11/2024
    Oro Valley Country Club
    Oro Valley, AZ
  • 05/2017 → 08/2018
    Work Out West
    Greeley, CO
  • 05/2022 → 01/2024
    Greeley Country Club
    Greeley, CO
  • 10/2025 → Present
    Strategic Advisors, Llc
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-16
  • S66 Uniform Combined State Law Examination
    2025-10-16

View on SEC IAPD

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