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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Denver, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 11/2021 Present
T-Mobile Us Inc Highlands Ranch CO 04/2020 09/2021
24 Hour Fitness Denver CO 03/2020 07/2020
Sprint Corporation Highlands Ranch CO 01/2019 04/2020
Verity Wireless (Third Party Sprint) Aurora CO 04/2019 11/2019
Best Buy Co Inc Aurora CO 06/2018 04/2019
Airport Van Rental Commerce City CO 10/2017 06/2018
Best Buy Mobile Co Inc Aurora CO 12/2015 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 04/2020 → 09/2021
    T-Mobile Us Inc
    Highlands Ranch, CO
  • 03/2020 → 07/2020
    24 Hour Fitness
    Denver, CO
  • 01/2019 → 04/2020
    Sprint Corporation
    Highlands Ranch, CO
  • 04/2019 → 11/2019
    Verity Wireless (Third Party Sprint)
    Aurora, CO
  • 06/2018 → 04/2019
    Best Buy Co Inc
    Aurora, CO
  • 10/2017 → 06/2018
    Airport Van Rental
    Commerce City, CO
  • 12/2015 → 12/2017
    Best Buy Mobile Co Inc
    Aurora, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-66110|OrgNmn:DistroKid Music Distribution Companies|Org Addr:New York,New York,US|OBA Nature:Music Distribution|Invst Rel:N|Title:Individual Recording Artist|Duties:Recording/writing lyrics |StrtDt:04-26-20|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
S63 Uniform Securities Agent State Law Examination 2022-04-20
  • S66 Uniform Combined State Law Examination
    2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2022-04-20
Other Names
  • Jd Hernandez

View on SEC IAPD

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