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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

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • United States

Colorado Springs, 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
Aei Capital Corporation Saint Paul MN 08/2018 12/2018
Allianz Life Insurance Company Of North America Minneapolis MN 12/2018 12/2021
Thorne Brothers Custom Rod & Tackle Blaine MN 11/2017 04/2021
Jeff Trickey Quarterback Camps Milwaukee WI 12/2014 06/2018
Party Planners West Minneapolis MN 01/2018 02/2018
Monterrey Security Minneapolis MN 11/2016 02/2017
Focus Financial Minneapolis MN 05/2017 08/2017
Concordia University - Saint Paul Saint Paul MN 08/2014 05/2018
Allianz Life Financial Services Llc Minneapolis MN 01/2019 01/2022
Jeff Trickey Quarterback Camps Minnetonka MN 06/2019 06/2019
Royal Alliance Associates, Inc. Minneapolis MN 01/2022 12/2022
Focus Financial Network, Inc. Minneapolis MN 12/2021 12/2022
Focus Financial Minneapolis MN 01/2022 12/2022
Fidelity Investments Colorado Springs CO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 12/2018
    Aei Capital Corporation
    Saint Paul, MN
  • 12/2018 → 12/2021
    Allianz Life Insurance Company Of North America
    Minneapolis, MN
  • 11/2017 → 04/2021
    Thorne Brothers Custom Rod & Tackle
    Blaine, MN
  • 12/2014 → 06/2018
    Jeff Trickey Quarterback Camps
    Milwaukee, WI
  • 01/2018 → 02/2018
    Party Planners West
    Minneapolis, MN
  • 11/2016 → 02/2017
    Monterrey Security
    Minneapolis, MN
  • 05/2017 → 08/2017
    Minneapolis, MN
  • 08/2014 → 05/2018
    Concordia University - Saint Paul
    Saint Paul, MN
  • 01/2019 → 01/2022
    Allianz Life Financial Services Llc
    Minneapolis, MN
  • 06/2019 → 06/2019
    Jeff Trickey Quarterback Camps
    Minnetonka, MN
  • 01/2022 → 12/2022
    Royal Alliance Associates, Inc.
    Minneapolis, MN
  • 12/2021 → 12/2022
    Focus Financial Network, Inc.
    Minneapolis, MN
  • 01/2022 → 12/2022
    Minneapolis, MN
  • 01/2023 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Colorado Springs, CO
  • 2022-08-25 → 2022-12-13
    Minneapolis, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08
Designations

View on SEC IAPD

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