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Lauren Linville

Strategic Advisers LLC

Littleton, CO

Greenwood Village, 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 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Littleton, 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
Fidelity Investments Greenwood Village CO 09/2022 Present
Instacart Littleton CO 07/2022 09/2022
Tharaldson Hospitality Management Lone Tree CO 02/2021 07/2022
Csm Corporation Englewood CO 11/2017 02/2021
Interstate Hotels Glendale CO 08/2017 11/2017
Holiday Inn Denver/Parker Parker CO 12/2015 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 07/2022 → 09/2022
    Instacart
    Littleton, CO
  • 02/2021 → 07/2022
    Tharaldson Hospitality Management
    Lone Tree, CO
  • 11/2017 → 02/2021
    Csm Corporation
    Englewood, CO
  • 08/2017 → 11/2017
    Interstate Hotels
    Glendale, CO
  • 12/2015 → 08/2017
    Holiday Inn Denver/Parker
    Parker, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-92299|OrgNmn:110 At Centennial Park LLC|Org Addr:Englewood,Colorado,US|OBA Nature:Rental property|Invst Rel:Y|Title:Partner|Duties:Landlord|StrtDt:09-01-20|TotHrs/mon:2|TrdHrs/mon:0|OBA-92418|OrgNmn:2 Dash 4 at Appletree West LLC|Org Addr:Littleton,Colorado,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Partner|Duties:Landlord|StrtDt:09-01-21|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-19
  • S66 Uniform Combined State Law Examination
    2023-07-19
Other Names
  • Lauren Marie Wood
  • Lauren Wood

View on SEC IAPD

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