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Colt Michael Leach

Strategic Advisers LLC

Tulsa, OK

Tulsa, OK

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-07-30
TX RA APPROVED 2025-07-30
  • OK RA
    APPROVED
    Since 2025-07-30
  • TX RA
    APPROVED
    Since 2025-07-30

Branch Locations

Tulsa, OK • United States

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • 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 Westlake TX 07/2022 Present
Joe Cooper Ford Oklahoma City OK 01/2021 07/2022
Baetty Body Works Oklahoma City OK 02/2019 01/2021
Oklahoma Rv Center Moore OK 04/2018 02/2019
Lewis Rv Center Oklahoma City OK 05/2016 04/2018
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2021 → 07/2022
    Joe Cooper Ford
    Oklahoma City, OK
  • 02/2019 → 01/2021
    Baetty Body Works
    Oklahoma City, OK
  • 04/2018 → 02/2019
    Oklahoma Rv Center
    Moore, OK
  • 05/2016 → 04/2018
    Lewis Rv Center
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-13
S63 Uniform Securities Agent State Law Examination 2023-02-09
  • S66 Uniform Combined State Law Examination
    2025-01-13
  • S63 Uniform Securities Agent State Law Examination
    2023-02-09
Other Names
  • Colt Michael Leach
  • Colt Leach

View on SEC IAPD

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