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Andrina Uptmore

Strategic Advisers LLC

Denver, CO

Lone Tree, 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 2025-04-29
TX RA APPROVED 2025-04-29
  • CO RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29

Branch Locations

Denver, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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
Wisenbaker Builder Services San Antonio TX 01/2017 02/2023
Flemings Steakhouse San Antonio TX 06/2016 01/2017
Fidelity Investments Lone Tree CO 03/2023 Present
Instacart San Antonio TX 04/2020 12/2020
  • 01/2017 → 02/2023
    Wisenbaker Builder Services
    San Antonio, TX
  • 06/2016 → 01/2017
    Flemings Steakhouse
    San Antonio, TX
  • 03/2023 → Present
    Fidelity Investments
    Lone Tree, CO
  • 04/2020 → 12/2020
    Instacart
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
S63 Uniform Securities Agent State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-18
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02
Other Names
  • Andrina Kristen Uptmore
  • Andrina Uptmore

View on SEC IAPD

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