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Elisabeth Jolene Watkins

Strategic Advisers LLC

Greenwood Village, CO

Denver, CO

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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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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 Greenwood Village CO 08/2022 Present
Denver Public Schools K-12 Denver CO 03/2022 07/2022
Denver Public Schools K-12 Denver CO 08/2015 07/2022
Independent Contractor Denver CO 01/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2022 → 07/2022
    Denver Public Schools K-12
    Denver, CO
  • 08/2015 → 07/2022
    Denver Public Schools K-12
    Denver, CO
  • 01/2016 → 12/2016
    Independent Contractor
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-23
S63 Uniform Securities Agent State Law Examination 2023-01-05
  • S66 Uniform Combined State Law Examination
    2023-10-23
  • S63 Uniform Securities Agent State Law Examination
    2023-01-05
Other Names
  • Elisabeth Jolene Watkins
  • Elisabeth Watkins

View on SEC IAPD

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DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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