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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

Centennial, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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 Brokerage Services Llc Greenwood Village CO 10/2018 Present
Colorado State University Fort Collins CO 08/2015 05/2018
Professional Parts Group (Seasonal) Denver CO 05/2014 01/2018
Gutenberg Research Team Fort Collins CO 05/2018 07/2018
Northwestern Mutual Life Insurance Company Greenwood Village CO 05/2017 11/2017
Habitat For Humanity Fort Collins CO 12/2016 05/2018
Rmk Windows Phoenix AZ 06/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 08/2015 → 05/2018
    Colorado State University
    Fort Collins, CO
  • 05/2014 → 01/2018
    Professional Parts Group (Seasonal)
    Denver, CO
  • 05/2018 → 07/2018
    Gutenberg Research Team
    Fort Collins, CO
  • 05/2017 → 11/2017
    Northwestern Mutual Life Insurance Company
    Greenwood Village, CO
  • 12/2016 → 05/2018
    Habitat For Humanity
    Fort Collins, CO
  • 06/2018 → 07/2018
    Rmk Windows
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-24
S63 Uniform Securities Agent State Law Examination 2019-02-20
  • S66 Uniform Combined State Law Examination
    2020-07-24
  • S63 Uniform Securities Agent State Law Examination
    2019-02-20

View on SEC IAPD

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