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Brianna Marie Mathis

Strategic Advisers LLC

Centennial, CO

Lone Tree, CO

Parker, CO

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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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Parker, 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
Charles Schwab & Co., Inc. Lone Tree CO 07/2017 06/2020
Reyes Mezcaleria Orlando FL 04/2017 06/2017
Better Than Sex Desserts Orlando FL 11/2015 06/2017
Charles Schwab Bank Lone Tree CO 01/2020 06/2020
Fidelity Investments Lone Tree CO 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 06/2020
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 04/2017 → 06/2017
    Reyes Mezcaleria
    Orlando, FL
  • 11/2015 → 06/2017
    Better Than Sex Desserts
    Orlando, FL
  • 01/2020 → 06/2020
    Charles Schwab Bank
    Lone Tree, CO
  • 06/2020 → Present
    Fidelity Investments
    Lone Tree, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lone Tree, CO
  • 2018-01-02 → 2020-07-10
    Charles Schwab & Co., Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-30
S63 Uniform Securities Agent State Law Examination 2017-11-10
  • S66 Uniform Combined State Law Examination
    2017-12-30
  • S63 Uniform Securities Agent State Law Examination
    2017-11-10
Other Names
  • Brianna Marie Cox
  • Brianna M Cox

View on SEC IAPD

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Other Investors

Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

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