Moses Jacovo Sanchez

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Denver, CO • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gwfs Equities Inc	Greenwood Village	CO	11/2016	07/2020
Resident Reality	Thornton	CO	03/2016	03/2021
Aerotek	Denver	CO	08/2016	11/2016
Wellsfargo	Denver	CO	08/2012	10/2016
Fidelity Investment	Greenwood Village	CO	03/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2016 → 07/2020

Gwfs Equities Inc

Greenwood Village, CO
03/2016 → 03/2021

Resident Reality

Thornton, CO
08/2016 → 11/2016

Aerotek

Denver, CO
08/2012 → 10/2016

Wellsfargo

Denver, CO
03/2021 → Present

Fidelity Investment

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-29
S63	Uniform Securities Agent State Law Examination	2017-01-04

S66 Uniform Combined State Law Examination

2021-06-29
S63 Uniform Securities Agent State Law Examination

2017-01-04

Other Names

Moses J Sanchez
Moses Jacovo Sanchez
Moses Sanchez

View on SEC IAPD