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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-11
TX RA APPROVED 2025-08-11
  • CO RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-08-11

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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
Vivax Pros Denver CO 10/2024 12/2024
Unemployed Westminister CO 06/2023 08/2023
Liberty National Denver CO 03/2023 06/2023
Unemployed Denver CO 05/2022 08/2022
Unemployed Westminister CO 07/2024 10/2024
Hey Kiddo Denver CO 08/2023 07/2024
Unemployed Greeley CO 06/2016 04/2018
Unemployed Westminister CO 12/2024 03/2025
Prime Farm To Table Flower Mound TX 04/2019 05/2022
Stuft Burger Bar Greeley CO 04/2018 04/2019
Fidelity Investments Greenwood Village CO 04/2025 Present
Sequoia One Denver CO 08/2022 03/2023
  • 10/2024 → 12/2024
    Vivax Pros
    Denver, CO
  • 06/2023 → 08/2023
    Unemployed
    Westminister, CO
  • 03/2023 → 06/2023
    Liberty National
    Denver, CO
  • 05/2022 → 08/2022
    Unemployed
    Denver, CO
  • 07/2024 → 10/2024
    Unemployed
    Westminister, CO
  • 08/2023 → 07/2024
    Hey Kiddo
    Denver, CO
  • 06/2016 → 04/2018
    Unemployed
    Greeley, CO
  • 12/2024 → 03/2025
    Unemployed
    Westminister, CO
  • 04/2019 → 05/2022
    Prime Farm To Table
    Flower Mound, TX
  • 04/2018 → 04/2019
    Stuft Burger Bar
    Greeley, CO
  • 04/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2022 → 03/2023
    Sequoia One
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-01
  • S66 Uniform Combined State Law Examination
    2025-08-01

View on SEC IAPD

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