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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-26
CO RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-05-26
  • CO RA
    APPROVED
    Since 2026-01-05

Branch Locations

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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
Unemployed Littleton CO 12/2019 08/2020
Hagmeyer Family Littleton CO 05/2021 08/2021
Unemployed Littleton CO 12/2020 05/2022
Unemployed Littleton CO 06/2015 08/2019
Fenix Lighting Littleton CO 12/2022 12/2023
Gold Crown Foundation Lakewood CO 08/2020 12/2020
Fenix Lighting Littleton CO 08/2024 08/2025
Fidelity Investments Lone Tree CO 06/2024 08/2024
Rocky Mountain Catering Denver CO 05/2022 08/2022
Unemployed Littleton CO 12/2023 06/2024
Campbell Family Littleton CO 05/2022 08/2022
Fidelity Investments Lone Tree CO 08/2025 Present
Unemployed Littleton CO 08/2022 12/2022
Gold Crown Foundation Lakewood CO 08/2019 12/2019
  • 12/2019 → 08/2020
    Unemployed
    Littleton, CO
  • 05/2021 → 08/2021
    Hagmeyer Family
    Littleton, CO
  • 12/2020 → 05/2022
    Unemployed
    Littleton, CO
  • 06/2015 → 08/2019
    Unemployed
    Littleton, CO
  • 12/2022 → 12/2023
    Fenix Lighting
    Littleton, CO
  • 08/2020 → 12/2020
    Gold Crown Foundation
    Lakewood, CO
  • 08/2024 → 08/2025
    Fenix Lighting
    Littleton, CO
  • 06/2024 → 08/2024
    Fidelity Investments
    Lone Tree, CO
  • 05/2022 → 08/2022
    Rocky Mountain Catering
    Denver, CO
  • 12/2023 → 06/2024
    Unemployed
    Littleton, CO
  • 05/2022 → 08/2022
    Campbell Family
    Littleton, CO
  • 08/2025 → Present
    Fidelity Investments
    Lone Tree, CO
  • 08/2022 → 12/2022
    Unemployed
    Littleton, CO
  • 08/2019 → 12/2019
    Gold Crown Foundation
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-08
  • S66 Uniform Combined State Law Examination
    2025-11-08
Other Names
  • Kennedy Meyers

View on SEC IAPD

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