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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-22
TX RA APPROVED 2025-08-22
  • CO RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-22

Branch Locations

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

Henderson, 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
Axos Advisor Services Centennial CO 01/2023 07/2025
Colorado State University / Interfraternity Council (Ifc) Fort Collins CO 04/2020 11/2021
Thunderridge High School - Colorado State University Highlands Ranch CO 01/2014 05/2022
Unemployed - Traveling Abroad Zurich 06/2022 12/2022
Fidelity Investments Greenwood Village CO 07/2025 Present
  • 01/2023 → 07/2025
    Axos Advisor Services
    Centennial, CO
  • 04/2020 → 11/2021
    Colorado State University / Interfraternity Council (Ifc)
    Fort Collins, CO
  • 01/2014 → 05/2022
    Thunderridge High School - Colorado State University
    Highlands Ranch, CO
  • 06/2022 → 12/2022
    Unemployed - Traveling Abroad
    Zurich
  • 07/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
  • S66 Uniform Combined State Law Examination
    2025-08-18

View on SEC IAPD

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