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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

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

Castle Rock, 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
Target Parker CO 04/2016 07/2021
Renaissance Adventre Guides Parker CO 01/2017 01/2018
Allegro Music Parker CO 01/2018 01/2019
Go2Coins Llc Parker CO 08/2021 10/2022
Branded Logistics Fort Collins CO 01/2022 07/2022
Fidelity Invesments Greenwood Village CO 10/2022 Present
Actionjackson Llc San Diego CA 06/2022 10/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 07/2021
    Target
    Parker, CO
  • 01/2017 → 01/2018
    Renaissance Adventre Guides
    Parker, CO
  • 01/2018 → 01/2019
    Allegro Music
    Parker, CO
  • 08/2021 → 10/2022
    Go2Coins Llc
    Parker, CO
  • 01/2022 → 07/2022
    Branded Logistics
    Fort Collins, CO
  • 10/2022 → Present
    Fidelity Invesments
    Greenwood Village, CO
  • 06/2022 → 10/2022
    Actionjackson Llc
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-93303|OrgNmn:ActionJaxson LLC|Org Addr:San Diego,California,US|OBA Nature:Real Estate Rental Company|Invst Rel:Y|Title:Temporary Help |Duties:I help my cousins (this is his business) with administrative and data related responsabilities, such as filings credit card information into e|StrtDt:06-25-22|TotHrs/mon:3|TrdHrs/mon:0|OBA-117335|OrgNmn:Coin Hobby|Org Addr:Castle Roc,Colorado,US|OBA Nature:I buy and sell coins for a hob|Invst Rel:N|Title:No title|Duties:Look at coins online|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-02
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2024-02-02
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Gregory Seth Slater
  • Greg Slater
  • Gregory Slater

View on SEC IAPD

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