Trent M Wiest

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-11-04
TX	RA	APPROVED_RES	2025-11-04

CO RA
APPROVED

Since 2025-11-04
TX RA
APPROVED_RES

Since 2025-11-04

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 No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Walmart	Aurora	CO	12/2017	02/2018
Darden Resturants	Aurora	CO	10/2017	01/2018
Uber	Aurora	CO	11/2021	04/2022
Bankers Life	Aurora	CO	02/2016	09/2017
The Lodge Cannabis	Denver	CO	04/2019	10/2021
Fidelity Investments	Greenwood Village	CO	06/2022	Present
Csu Global Campus	Aurora	CO	04/2019	12/2019
Unemployed	Aurora	CO	03/2018	03/2019

12/2017 → 02/2018

Walmart

Aurora, CO
10/2017 → 01/2018

Darden Resturants

Aurora, CO
11/2021 → 04/2022

Uber

Aurora, CO
02/2016 → 09/2017

Bankers Life

Aurora, CO
04/2019 → 10/2021

The Lodge Cannabis

Denver, CO
06/2022 → Present

Fidelity Investments

Greenwood Village, CO
04/2019 → 12/2019

Csu Global Campus

Aurora, CO
03/2018 → 03/2019

Unemployed

Aurora, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-30
S63	Uniform Securities Agent State Law Examination	2022-11-11

S66 Uniform Combined State Law Examination

2025-10-30
S63 Uniform Securities Agent State Law Examination

2022-11-11

Other Names

Trent Michael Wiest