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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
  • CO RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Greenwood Village CO 01/2025 Present
Super Duper Burgers Novato CA 07/2017 01/2019
Student Santa Barbara CA 01/2019 05/2019
Southwestern Advantage Nashville TN 03/2020 07/2021
Salesforce Denver CO 01/2022 12/2024
Student San Diego CA 09/2019 02/2020
Road Runner Sports San Diego CA 07/2021 12/2021
Student Novato CA 11/1998 07/2017
Avid 4 Adventure Novato CA 05/2019 08/2019
  • 01/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 07/2017 → 01/2019
    Super Duper Burgers
    Novato, CA
  • 01/2019 → 05/2019
    Student
    Santa Barbara, CA
  • 03/2020 → 07/2021
    Southwestern Advantage
    Nashville, TN
  • 01/2022 → 12/2024
    Salesforce
    Denver, CO
  • 09/2019 → 02/2020
    Student
    San Diego, CA
  • 07/2021 → 12/2021
    Road Runner Sports
    San Diego, CA
  • 11/1998 → 07/2017
    Student
    Novato, CA
  • 05/2019 → 08/2019
    Avid 4 Adventure
    Novato, CA
Other Businesses

OBA-118792|OrgNmn:Mile High Umpires, LLC|Org Addr:Morrison,Colorado,US|OBA Nature:Umpiring baseball games for yo|Invst Rel:N|Title:Independent Contractor|Duties:Umpire baseball games from beginning to end, typically work a full tournament for the day of 4-5 games|StrtDt:04-27-25|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2025-04-17
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2025-04-17
Other Names
  • Maxwell Kehs

View on SEC IAPD

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