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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

Highlands Ranch, 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
Pirates Cove Englewood CO 05/2015 08/2019
Buck Recreation Center Littleton CO 08/2015 10/2016
Wells Fargo Conifer CO 12/2016 07/2018
Soccer Stop Littleton CO 08/2016 02/2020
Buck Recreation Center Littleton CO 10/2018 02/2020
Autorisk Denver CO 11/2019 12/2019
Swedish Medical Center Englewood CO 02/2020 07/2022
Metropolitan State University Of Denver Denver CO 08/2016 12/2021
Fidelity Investments Greenwood Village CO 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2019
    Pirates Cove
    Englewood, CO
  • 08/2015 → 10/2016
    Buck Recreation Center
    Littleton, CO
  • 12/2016 → 07/2018
    Wells Fargo
    Conifer, CO
  • 08/2016 → 02/2020
    Soccer Stop
    Littleton, CO
  • 10/2018 → 02/2020
    Buck Recreation Center
    Littleton, CO
  • 11/2019 → 12/2019
    Autorisk
    Denver, CO
  • 02/2020 → 07/2022
    Swedish Medical Center
    Englewood, CO
  • 08/2016 → 12/2021
    Metropolitan State University Of Denver
    Denver, CO
  • 08/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03

View on SEC IAPD

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