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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-03
CO RA APPROVED 2025-12-02
  • TX RA
    APPROVED_RES
    Since 2025-12-03
  • CO RA
    APPROVED
    Since 2025-12-02

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Albuquerque NM 02/2024 Present
Christus St. Vincent Regional Medical Center Santa Fe NM 06/2005 04/2022
Dillards Co Albuquerque NM 10/2017 04/2018
Dillards Nm NM 10/2017 04/2018
Fidelity Investments Greenwood Village CO 04/2022 02/2024
Christus St. Vincent Nm NM 06/2005 04/2022
  • 02/2024 → Present
    Fidelity Investments
    Albuquerque, NM
  • 06/2005 → 04/2022
    Christus St. Vincent Regional Medical Center
    Santa Fe, NM
  • 10/2017 → 04/2018
    Dillards Co
    Albuquerque, NM
  • 10/2017 → 04/2018
    Dillards
    Nm, NM
  • 04/2022 → 02/2024
    Fidelity Investments
    Greenwood Village, CO
  • 06/2005 → 04/2022
    Christus St. Vincent
    Nm, NM
Other Businesses

OBA-114071|OrgNmn:Uber|Org Addr:Denver,Colorado,US|OBA Nature:Ride share|Invst Rel:N|Title:Independent Contractor|Duties:Deliveries|StrtDt:|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-29
S63 Uniform Securities Agent State Law Examination 2024-05-23
  • S66 Uniform Combined State Law Examination
    2025-11-29
  • S63 Uniform Securities Agent State Law Examination
    2024-05-23
Other Names
  • Justin Daniel Griego

View on SEC IAPD

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