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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

Littleton, 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
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 06/2023 Present
Tiaa Denver CO 06/2023 10/2024
Whole Foods Market Highlands Ranch CO 03/2020 08/2021
Lifetime Fitness Centennial CO 04/2018 10/2019
Salsa Brave Fresh Mexican Grill Highlands Ranch CO 01/2017 08/2018
Tiaa Charlotte NC 06/2022 08/2022
Mountain Vista Highschool Highlands Ranch CO 07/2015 05/2019
University Of Colorado Boulder Boulder CO 08/2019 05/2023
Unemployed Denver CO 05/2023 06/2023
Fidelity Investments Greenwood Village CO 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Denver, CO
  • 06/2023 → 10/2024
    Tiaa
    Denver, CO
  • 03/2020 → 08/2021
    Whole Foods Market
    Highlands Ranch, CO
  • 04/2018 → 10/2019
    Lifetime Fitness
    Centennial, CO
  • 01/2017 → 08/2018
    Salsa Brave Fresh Mexican Grill
    Highlands Ranch, CO
  • 06/2022 → 08/2022
    Tiaa
    Charlotte, NC
  • 07/2015 → 05/2019
    Mountain Vista Highschool
    Highlands Ranch, CO
  • 08/2019 → 05/2023
    University Of Colorado Boulder
    Boulder, CO
  • 05/2023 → 06/2023
    Unemployed
    Denver, CO
  • 10/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-27
  • S66 Uniform Combined State Law Examination
    2023-09-27
Other Names
  • Bridget C Franke
  • Bridget Christina Franke

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