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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Lakewood, 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
Amazon Fresh Denver CO 12/2022 01/2023
Perfect Storm Lakewood CO 11/2020 03/2021
Jefferson County Lakewood CO 09/2015 05/2021
Blackjack Pizza Louisville CO 10/2023 06/2024
Green Mountain Junior Baseball League Lakewood CO 03/2019 07/2023
Procabinet Solutions Lakewood CO 10/2021 10/2025
Fidelity Investments Greenwood Village CO 10/2025 Present
University Of Colorado Boulder Boulder CO 08/2021 07/2025
  • 12/2022 → 01/2023
    Amazon Fresh
    Denver, CO
  • 11/2020 → 03/2021
    Perfect Storm
    Lakewood, CO
  • 09/2015 → 05/2021
    Jefferson County
    Lakewood, CO
  • 10/2023 → 06/2024
    Blackjack Pizza
    Louisville, CO
  • 03/2019 → 07/2023
    Green Mountain Junior Baseball League
    Lakewood, CO
  • 10/2021 → 10/2025
    Procabinet Solutions
    Lakewood, CO
  • 10/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2021 → 07/2025
    University Of Colorado Boulder
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-31
  • S66 Uniform Combined State Law Examination
    2026-03-31

View on SEC IAPD

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