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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-13
TX RA APPROVED 2025-06-13
  • CO RA
    APPROVED
    Since 2025-06-13
  • TX RA
    APPROVED
    Since 2025-06-13

Branch Locations

Broomfield, 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
T-Mobile - Coach Holdings Thornton CO 12/2019 06/2021
Open Stage Denver Thornton CO 01/2013 02/2025
Chipotle Thornton CO 10/2018 12/2018
Fidelity Investments Greenwood Village CO 03/2025 Present
Finish Line Broomfield CO 02/2019 12/2019
Big 5 Sporting Goods Arvada CO 01/2022 07/2024
  • 12/2019 → 06/2021
    T-Mobile - Coach Holdings
    Thornton, CO
  • 01/2013 → 02/2025
    Open Stage Denver
    Thornton, CO
  • 10/2018 → 12/2018
    Chipotle
    Thornton, CO
  • 03/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 02/2019 → 12/2019
    Finish Line
    Broomfield, CO
  • 01/2022 → 07/2024
    Big 5 Sporting Goods
    Arvada, CO
Other Businesses

OBA-117706|OrgNmn:Personal shoe selling|Org Addr:Broomfield,Colorado,US|OBA Nature:I own a large collection of at|Invst Rel:N|Title:Personal Seller|Duties:Occasional seller of personal collection of items.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-117687|OrgNmn:Open Stage Denver|Org Addr:Thornton,Colorado,US|OBA Nature:My Father's sound and lighting|Invst Rel:N|Title:Independent Contractor|Duties:Set up and tear down sound and light systems. Assist band members and business owner with any tasks associated with the performance and/or pre|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-09
  • S66 Uniform Combined State Law Examination
    2025-06-09

View on SEC IAPD

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