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Garrison Ortega

Strategic Advisers LLC

Lakewood, CO

Greenwood Village, 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 2026-05-22
TX RA APPROVED 2026-05-22
  • CO RA
    APPROVED
    Since 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

Lakewood, 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
Colorado State University Fort Collins CO 07/2016 08/2019
Unemployed Lakewood CO 01/2025 02/2025
Topgolf Centennial CO 12/2021 01/2025
Fidelity Investments Greenwood Village CO 02/2025 Present
Madwire Fort Collins CO 07/2019 08/2020
Cattail Creek Golf Course Loveland CO 07/2020 01/2022
Curated Denver CO 12/2023 01/2025
  • 07/2016 → 08/2019
    Colorado State University
    Fort Collins, CO
  • 01/2025 → 02/2025
    Unemployed
    Lakewood, CO
  • 12/2021 → 01/2025
    Topgolf
    Centennial, CO
  • 02/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 07/2019 → 08/2020
    Madwire
    Fort Collins, CO
  • 07/2020 → 01/2022
    Cattail Creek Golf Course
    Loveland, CO
  • 12/2023 → 01/2025
    Curated
    Denver, CO
Other Businesses

OBA-116783|OrgNmn:Topgolf|Org Addr:Centennial,Colorado,US|OBA Nature:Golf Instructor|Invst Rel:N|Title:Independent Contractor|Duties:Conduct Golf Lessons during events at Topgolf|StrtDt:01-01-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
S63 Uniform Securities Agent State Law Examination 2025-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-19
  • S63 Uniform Securities Agent State Law Examination
    2025-05-15

View on SEC IAPD

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