Katia Medina

Strategic Advisers LLC

Greenwood Village, CO

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-09-17
TX	RA	APPROVED	2025-09-17

CO RA
APPROVED

Since 2025-09-17
TX RA
APPROVED

Since 2025-09-17

Branch Locations

Greenwood Village, 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

Organization	City	State	From	To
Lululemon Athletica Usa Inc	Denver	CO	11/2021	11/2024
Unemployed	Denver	CO	12/2014	04/2017
Arapahoe Community College	Littleton	CO	05/2019	08/2019
Dillards, Inc.	Glendale	AZ	06/2022	07/2022
Unemployed	Denver	CO	11/2024	01/2025
Fidelity Investments	Greenwood Village	CO	02/2025	Present
Arizona State University	Tempe	AZ	10/2019	05/2020
Highlands Ranch Community Association	Highlands Ranch	CO	04/2017	08/2021
Pacific Retirement Services	Tempe	AZ	08/2021	12/2021

11/2021 → 11/2024

Lululemon Athletica Usa Inc

Denver, CO
12/2014 → 04/2017

Unemployed

Denver, CO
05/2019 → 08/2019

Arapahoe Community College

Littleton, CO
06/2022 → 07/2022

Dillards, Inc.

Glendale, AZ
11/2024 → 01/2025

Unemployed

Denver, CO
02/2025 → Present

Fidelity Investments

Greenwood Village, CO
10/2019 → 05/2020

Arizona State University

Tempe, AZ
04/2017 → 08/2021

Highlands Ranch Community Association

Highlands Ranch, CO
08/2021 → 12/2021

Pacific Retirement Services

Tempe, AZ

Other Businesses

OBA-118120|OrgNmn:Personal home babysitting|Org Addr:Centennial,Colorado,US|OBA Nature:Babysit kids at person's perso|Invst Rel:N|Title:Babysitter|Duties:Watch and care for children for specified amount of hours|StrtDt:04-05-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-119231|OrgNmn:Modeling|Org Addr:Englewood,Colorado,US|OBA Nature:Occassional modeling at differ|Invst Rel:N|Title:Model|Duties:Participating in fashion shows I get cast for, wearing and showcasing collections to an audience|StrtDt:05-24-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-12

S66 Uniform Combined State Law Examination

2025-09-12

View on SEC IAPD

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