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Daniel Lewis

Strategic Advisers LLC

Broomfield, CO

Broomfield, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-04
  • CO RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

Broomfield, 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
San Diego Unified School District San Diego CA 11/2016 06/2019
San Diego Mesa College San Diego CA 02/2014 12/2016
Saint Vrain Valley School District Longmont CO 10/2024 01/2025
San Diego Church Of Christ San Diego CA 05/2017 08/2019
Colorado Cpr Pros Erie CO 09/2022 Present
Denver Church Of Christ Arvada CO 08/2019 04/2024
Fidelity Investments Greenwood Village CO 01/2025 Present
  • 11/2016 → 06/2019
    San Diego Unified School District
    San Diego, CA
  • 02/2014 → 12/2016
    San Diego Mesa College
    San Diego, CA
  • 10/2024 → 01/2025
    Saint Vrain Valley School District
    Longmont, CO
  • 05/2017 → 08/2019
    San Diego Church Of Christ
    San Diego, CA
  • 09/2022 → Present
    Colorado Cpr Pros
    Erie, CO
  • 08/2019 → 04/2024
    Denver Church Of Christ
    Arvada, CO
  • 01/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Other Businesses

OBA-116077|OrgNmn:Colorado CPR Pros|Org Addr:Erie,Colorado,US|OBA Nature:CPR Instruction and Nurse Cons|Invst Rel:N|Title:Independent Contractor|Duties:I teach CPR on nights and weekends |StrtDt:09-01-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
S63 Uniform Securities Agent State Law Examination 2025-04-10
  • S66 Uniform Combined State Law Examination
    2026-04-08
  • S63 Uniform Securities Agent State Law Examination
    2025-04-10

View on SEC IAPD

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