Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-28
CO RA APPROVED 2025-05-15
  • TX RA
    APPROVED
    Since 2025-05-28
  • CO RA
    APPROVED
    Since 2025-05-15

Branch Locations

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

Lone Tree, 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
Adams State University Alamosa CO 08/2015 05/2019
Ilendingdirect Englewood CO 06/2019 07/2020
Unemployed Denver CO 08/2020 01/2021
Adams State University Alamosa CO 02/2021 10/2021
Agiliti Health Englewood CO 11/2021 07/2022
Quick Connect Computer Services Lincoln NE 08/2022 06/2023
Unemployed Denver CO 07/2023 11/2023
New York Life Denver CO 12/2023 03/2024
Nylife Securities Llc Denver CO 04/2024 01/2025
Fidelity Investments Greenwood Village CO 02/2025 Present
  • 08/2015 → 05/2019
    Adams State University
    Alamosa, CO
  • 06/2019 → 07/2020
    Ilendingdirect
    Englewood, CO
  • 08/2020 → 01/2021
    Unemployed
    Denver, CO
  • 02/2021 → 10/2021
    Adams State University
    Alamosa, CO
  • 11/2021 → 07/2022
    Agiliti Health
    Englewood, CO
  • 08/2022 → 06/2023
    Quick Connect Computer Services
    Lincoln, NE
  • 07/2023 → 11/2023
    Unemployed
    Denver, CO
  • 12/2023 → 03/2024
    New York Life
    Denver, CO
  • 04/2024 → 01/2025
    Nylife Securities Llc
    Denver, CO
  • 02/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
Other Businesses

OBA-116758|OrgNmn:LXTC Lacrosse|Org Addr:Denver,Colorado,US|OBA Nature:Youth Lacrosse Coaching|Invst Rel:N|Title:Coach|Duties:Coaching lacrosse to elementary through high school athletes|StrtDt:04-07-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-13
  • S66 Uniform Combined State Law Examination
    2025-05-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor