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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

Parker, CO • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • 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
Chick-Fil-A Southlands Fsu Aurora CO 04/2015 05/2020
Fidelity Investments Greenwood Village CO 06/2020 07/2020
Chick-Fil-A Parker Fsu Parker CO 11/2020 02/2022
Fidelity Investments Greenwood Village CO 03/2022 Present
Full Time Student Centennial CO 08/2020 11/2020
Doordash Centennial CO 09/2020 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 05/2020
    Chick-Fil-A Southlands Fsu
    Aurora, CO
  • 06/2020 → 07/2020
    Fidelity Investments
    Greenwood Village, CO
  • 11/2020 → 02/2022
    Chick-Fil-A Parker Fsu
    Parker, CO
  • 03/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2020 → 11/2020
    Full Time Student
    Centennial, CO
  • 09/2020 → 03/2022
    Doordash
    Centennial, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-109997|OrgNmn:Etsy|Org Addr:Brooklyn,New York,US|OBA Nature:E-commerce shop where I sell v|Invst Rel:N|Title:Sole Proprietor|Duties:No specific obligations, I would be the sole operator of the business and plan to devvote 5 hours a week or so on nights and weekends to desig|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-28
S63 Uniform Securities Agent State Law Examination 2022-07-12
  • S66 Uniform Combined State Law Examination
    2023-06-28
  • S63 Uniform Securities Agent State Law Examination
    2022-07-12

View on SEC IAPD

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