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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

Englewood, 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 10/2023 Present
Unemployed Aurora CO 08/2023 10/2023
University Federal Credit Union Austin TX 09/2020 07/2023
Unemployed Centennial CO 08/2020 09/2020
Zing Credit Union Littleton CO 06/2018 07/2020
Gold Star Management Llc Indianapolis IN 01/2018 05/2018
Joseph A Banks Indianapolis IN 09/2017 12/2017
Unemployed Centennial CO 06/2017 08/2017
Chick Fil A Indianapolis IN 09/2016 05/2017
Unemployed Centennial CO 08/2016 09/2016
Canvas Credit Union Lone Tree CO 02/2015 07/2016
Indiana Bible College Indianapolis IN 08/2016 05/2018
Arapahoe Community College Littleton CO 08/2014 05/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2023 → 10/2023
    Unemployed
    Aurora, CO
  • 09/2020 → 07/2023
    University Federal Credit Union
    Austin, TX
  • 08/2020 → 09/2020
    Unemployed
    Centennial, CO
  • 06/2018 → 07/2020
    Zing Credit Union
    Littleton, CO
  • 01/2018 → 05/2018
    Gold Star Management Llc
    Indianapolis, IN
  • 09/2017 → 12/2017
    Joseph A Banks
    Indianapolis, IN
  • 06/2017 → 08/2017
    Unemployed
    Centennial, CO
  • 09/2016 → 05/2017
    Chick Fil A
    Indianapolis, IN
  • 08/2016 → 09/2016
    Unemployed
    Centennial, CO
  • 02/2015 → 07/2016
    Canvas Credit Union
    Lone Tree, CO
  • 08/2016 → 05/2018
    Indiana Bible College
    Indianapolis, IN
  • 08/2014 → 05/2016
    Arapahoe Community College
    Littleton, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-119662|OrgNmn:David B Martinez Music|Org Addr:Englewood,Colorado,US|OBA Nature:Create and produce music as a |Invst Rel:N|Title:Singer/Song writer|Duties:Recording and performing music outside of business hours.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-05
  • S66 Uniform Combined State Law Examination
    2024-04-05
Other Names
  • David Martinez

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