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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-26
TX RA APPROVED 2026-08-26
  • CO RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED
    Since 2026-08-26

Branch Locations

6501 S Fiddler'S Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932 • United States

Denver, 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
Starbucks Denver CO 11/2014 06/2021
Fidelity Investments Greenwood Village CO 02/2025 Present
Zynex Medical Englewood CO 11/2022 01/2025
Trompeau Bakery Englewood CO 06/2021 09/2022
Unemployeed Lakewood CO 10/2022 11/2022
  • 11/2014 → 06/2021
    Starbucks
    Denver, CO
  • 02/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 11/2022 → 01/2025
    Zynex Medical
    Englewood, CO
  • 06/2021 → 09/2022
    Trompeau Bakery
    Englewood, CO
  • 10/2022 → 11/2022
    Unemployeed
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-21
S63 Uniform Securities Agent State Law Examination 2025-05-29
  • S66 Uniform Combined State Law Examination
    2026-08-21
  • S63 Uniform Securities Agent State Law Examination
    2025-05-29
Other Names
  • Geneva Steinway
  • Geneva Dolores Steinway

View on SEC IAPD

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