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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-03
TX RA APPROVED 2025-07-03
  • CO RA
    APPROVED
    Since 2025-07-03
  • TX RA
    APPROVED
    Since 2025-07-03

Branch Locations

Greenwood Village, 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
Water World Federal Heights CO 05/2016 09/2016
Lifetime Fitness Broomfield CO 01/2019 01/2020
Prospect Ridge Academy Thornton CO 08/2015 05/2019
King Soopers Broomfield CO 04/2020 05/2020
University Of Northern Colorado Greeley CO 08/2019 05/2023
Fedex Ground Henderson CO 06/2020 08/2020
Wilson-Bennett Greeley CO 09/2020 04/2021
Outback Restaurant And Pub Greeley CO 04/2021 01/2022
Greeley Country Club Greeley CO 04/2022 06/2023
Nxtthing Rpo Llc Greeley CO 04/2022 09/2022
Ovations Food Services Lp Greeley CO 09/2022 06/2023
Fidelity Investments Greenwood Village CO 07/2023 Present
  • 05/2016 → 09/2016
    Water World
    Federal Heights, CO
  • 01/2019 → 01/2020
    Lifetime Fitness
    Broomfield, CO
  • 08/2015 → 05/2019
    Prospect Ridge Academy
    Thornton, CO
  • 04/2020 → 05/2020
    King Soopers
    Broomfield, CO
  • 08/2019 → 05/2023
    University Of Northern Colorado
    Greeley, CO
  • 06/2020 → 08/2020
    Fedex Ground
    Henderson, CO
  • 09/2020 → 04/2021
    Wilson-Bennett
    Greeley, CO
  • 04/2021 → 01/2022
    Outback Restaurant And Pub
    Greeley, CO
  • 04/2022 → 06/2023
    Greeley Country Club
    Greeley, CO
  • 04/2022 → 09/2022
    Nxtthing Rpo Llc
    Greeley, CO
  • 09/2022 → 06/2023
    Ovations Food Services Lp
    Greeley, CO
  • 07/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
S63 Uniform Securities Agent State Law Examination 2023-12-07
  • S66 Uniform Combined State Law Examination
    2025-06-26
  • S63 Uniform Securities Agent State Law Examination
    2023-12-07

View on SEC IAPD

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