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Joshua Wayne Warner

Strategic Advisers LLC

Greenwood Village, CO

Broomfield, CO

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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

Broomfield, 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 09/2023 Present
Unemployed Thornton CO 04/2023 09/2023
Symmetry Financial Group Denver CO 03/2021 04/2023
2-10 Homebuyers Warranty Aurora CO 03/2020 03/2021
Booking Agent Denver CO 11/2017 04/2020
Village Tavern Broomfield CO 03/2014 11/2017
Xcel Insurance Licensing Denver CO 03/2021 03/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Denver, CO
  • 04/2023 → 09/2023
    Unemployed
    Thornton, CO
  • 03/2021 → 04/2023
    Symmetry Financial Group
    Denver, CO
  • 03/2020 → 03/2021
    2-10 Homebuyers Warranty
    Aurora, CO
  • 11/2017 → 04/2020
    Booking Agent
    Denver, CO
  • 03/2014 → 11/2017
    Village Tavern
    Broomfield, CO
  • 03/2021 → 03/2022
    Xcel Insurance Licensing
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-19
  • S66 Uniform Combined State Law Examination
    2024-03-19
Other Names
  • Joshua Warner

View on SEC IAPD

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DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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