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Thomas Gregory Roth

Strategic Advisers LLC

Fort Collins, CO

Greeley, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-09
TX RA APPROVED 2026-05-09
  • CO RA
    APPROVED
    Since 2026-05-09
  • TX RA
    APPROVED
    Since 2026-05-09

Branch Locations

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

Greeley, 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
Fidelity Investments Fort Collins CO 12/2025 Present
Local Hive Honey Greeley CO 03/2019 01/2022
Advisory Group Of The Rockies Greeley CO 05/2025 08/2025
Self Employed Denver CO 03/2016 12/2025
Greeley West High School Greeley CO 08/2018 05/2022
Aims Community College Greeley CO 08/2022 05/2024
University Of Northern Colorado Greeley CO 08/2024 12/2025
Brentwood Middle School Greeley CO 08/2015 05/2018
  • 12/2025 → Present
    Fidelity Investments
    Fort Collins, CO
  • 03/2019 → 01/2022
    Local Hive Honey
    Greeley, CO
  • 05/2025 → 08/2025
    Advisory Group Of The Rockies
    Greeley, CO
  • 03/2016 → 12/2025
    Self Employed
    Denver, CO
  • 08/2018 → 05/2022
    Greeley West High School
    Greeley, CO
  • 08/2022 → 05/2024
    Aims Community College
    Greeley, CO
  • 08/2024 → 12/2025
    University Of Northern Colorado
    Greeley, CO
  • 08/2015 → 05/2018
    Brentwood Middle School
    Greeley, CO
Other Businesses

OBA-125965|OrgNmn:Thomas Roth|Org Addr:Greeley,Colorado,US|OBA Nature:Referee soccer matches as an i|Invst Rel:N|Title:Independent Contractor|Duties:None|StrtDt:03-26-16|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-29
  • S66 Uniform Combined State Law Examination
    2026-04-29
Other Names
  • Thomas Roth
  • Tommy Gregory Roth
  • Thomas Gregory Roth
  • Thomas Gregory Roth

View on SEC IAPD

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EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

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