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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-25
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

Los Angeles, CA • 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 Denver CO 06/2022 Present
Ce Shop Llc Aurora CO 02/2022 03/2022
Holistica Integrative Care Boulder CO 09/2020 02/2022
Front Range Community College Westminster CO 08/2018 06/2020
Boulder Longevity Institute Boulder CO 12/2019 09/2020
Justine Malone Santa Rosa CA 01/2012 01/2019
Tierra Bella Gardens Lafayette CO 10/2017 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Denver, CO
  • 02/2022 → 03/2022
    Ce Shop Llc
    Aurora, CO
  • 09/2020 → 02/2022
    Holistica Integrative Care
    Boulder, CO
  • 08/2018 → 06/2020
    Front Range Community College
    Westminster, CO
  • 12/2019 → 09/2020
    Boulder Longevity Institute
    Boulder, CO
  • 01/2012 → 01/2019
    Justine Malone
    Santa Rosa, CA
  • 10/2017 → 08/2018
    Tierra Bella Gardens
    Lafayette, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Broomfield, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2022-12-05
Other Names
  • Mariposa Serena Brook
  • Mariposa Brook

View on SEC IAPD

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