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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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Fidelity Greenwood Village CO 03/2023 Present
North Boulder Physical Therapy Boulder CO 08/2022 02/2023
Door Dash Denver CO 05/2020 07/2022
University Of Colorado Department Of Chemistry Boulder CO 04/2020 02/2021
Corepower Yoga Boulder CO 12/2018 05/2019
Instacart Glendale CA 05/2020 05/2020
Yardhouse Lone Tree CO 06/2018 12/2019
Castle Academy Castle Rock CO 06/2017 08/2019
Vines Wine Bar & Bistro Parker CO 09/2016 02/2017
Chaparral High School Parker CO 01/2013 05/2018
Unemployed Boulder CO 01/2020 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity
    Greenwood Village, CO
  • 08/2022 → 02/2023
    North Boulder Physical Therapy
    Boulder, CO
  • 05/2020 → 07/2022
    Door Dash
    Denver, CO
  • 04/2020 → 02/2021
    University Of Colorado Department Of Chemistry
    Boulder, CO
  • 12/2018 → 05/2019
    Corepower Yoga
    Boulder, CO
  • 05/2020 → 05/2020
    Instacart
    Glendale, CA
  • 06/2018 → 12/2019
    Yardhouse
    Lone Tree, CO
  • 06/2017 → 08/2019
    Castle Academy
    Castle Rock, CO
  • 09/2016 → 02/2017
    Vines Wine Bar & Bistro
    Parker, CO
  • 01/2013 → 05/2018
    Chaparral High School
    Parker, CO
  • 01/2020 → 04/2020
    Unemployed
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Parker, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-25
S63 Uniform Securities Agent State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2024-06-25
  • S63 Uniform Securities Agent State Law Examination
    2023-07-10
Other Names
  • Madison Kyla Wheatley
  • Maddie Kyla Wheatley
  • Madison Wheatley

View on SEC IAPD

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