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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 Investments Denver CO 06/2023 Present
National Western Stock Show Denver CO 12/2022 01/2023
Unemployed Denver CO 09/2022 11/2022
United Airlines Denver CO 02/2000 08/2022
Four Dog Paws Denver CO 02/2023 06/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Denver, CO
  • 12/2022 → 01/2023
    National Western Stock Show
    Denver, CO
  • 09/2022 → 11/2022
    Unemployed
    Denver, CO
  • 02/2000 → 08/2022
    United Airlines
    Denver, CO
  • 02/2023 → 06/2023
    Four Dog Paws
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Denver, CO
Other Businesses

OBA-100167|OrgNmn:Four Dog Paws|Org Addr:Denver,Colorado,US|OBA Nature:dog walking and overnight home|Invst Rel:N|Title:Employee|Duties:I walk dogs and pet sit overnights|StrtDt:01-26-23|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-06
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2024-08-06
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Mark Dodge
  • Mark Erin Dodge

View on SEC IAPD

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