Tristan Heath

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Aurora, CO • United States

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

Organization	City	State	From	To
Dominos	80015	CO	11/2017	12/2021
Domions	Glen Allen	VA	07/2017	10/2017
Dominos	Aurora	CO	11/2015	07/2017
Fidelity Investments	Greenwood Village	CO	12/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2017 → 12/2021

Dominos

80015, CO
07/2017 → 10/2017

Domions

Glen Allen, VA
11/2015 → 07/2017

Dominos

Aurora, CO
12/2021 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-11-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-18
S63	Uniform Securities Agent State Law Examination	2022-04-04

S66 Uniform Combined State Law Examination

2023-10-18
S63 Uniform Securities Agent State Law Examination

2022-04-04

Other Names

Tristan Lee Heath
Tristan Heath

View on SEC IAPD