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

Branch Locations

Denver, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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 Greenwood Village CO 01/2024 Present
Scheels Sparks NV 11/2022 12/2023
Northwestern Mutual Reno NV 02/2022 01/2023
Charles River Laboratories Reno NV 07/2019 07/2022
University Of Nevada, Reno Reno NV 08/2019 12/2023
Mcqueen High School Reno NV 08/2015 06/2019
Raley'S Reno NV 07/2018 08/2018
Unemployed Reno NV 11/2017 07/2018
Buffalo Wild Wings Sparks NV 07/2017 11/2017
Unemployed Reno NV 10/2016 07/2017
Reno American Little League Reno NV 04/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 11/2022 → 12/2023
    Scheels
    Sparks, NV
  • 02/2022 → 01/2023
    Northwestern Mutual
    Reno, NV
  • 07/2019 → 07/2022
    Charles River Laboratories
    Reno, NV
  • 08/2019 → 12/2023
    University Of Nevada, Reno
    Reno, NV
  • 08/2015 → 06/2019
    Mcqueen High School
    Reno, NV
  • 07/2018 → 08/2018
    Raley'S
    Reno, NV
  • 11/2017 → 07/2018
    Unemployed
    Reno, NV
  • 07/2017 → 11/2017
    Buffalo Wild Wings
    Sparks, NV
  • 10/2016 → 07/2017
    Unemployed
    Reno, NV
  • 04/2016 → 10/2016
    Reno American Little League
    Reno, NV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2024-04-10
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2024-04-10
Other Names
  • Kenneth Allan
  • Kenneth Vernon Allan
  • Kenneth Vernon Allan

View on SEC IAPD

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