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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

Englewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Helping Hands Cannabis Boulder CO 07/2021 04/2022
Unemploymed Broomfield CO 03/2021 07/2021
World Class Health Cbd Denver CO 05/2018 03/2021
Chromo Labs Broomfield CO 05/2020 01/2021
Starbucks Boulder CO 01/2018 07/2019
Colorado Athletic Club Boulder CO 04/2018 02/2019
Starbucks Fort Collins CO 07/2016 01/2018
Bad Daddys Burger Bar Fort Collins CO 03/2017 01/2018
Fidelity Investments Denver CO 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 04/2022
    Helping Hands Cannabis
    Boulder, CO
  • 03/2021 → 07/2021
    Unemploymed
    Broomfield, CO
  • 05/2018 → 03/2021
    World Class Health Cbd
    Denver, CO
  • 05/2020 → 01/2021
    Chromo Labs
    Broomfield, CO
  • 01/2018 → 07/2019
    Starbucks
    Boulder, CO
  • 04/2018 → 02/2019
    Colorado Athletic Club
    Boulder, CO
  • 07/2016 → 01/2018
    Starbucks
    Fort Collins, CO
  • 03/2017 → 01/2018
    Bad Daddys Burger Bar
    Fort Collins, CO
  • 04/2022 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-68229|OrgNmn:Twitch|Org Addr:Denver,Colorado,US|OBA Nature:Streaming platform|Invst Rel:N|Title:Independent Contractor|Duties:No obligations - do it on my free time.|StrtDt:03-31-21|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-18
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2023-11-18
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08

View on SEC IAPD

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