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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-08
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Florence, KY • United States

Disclosures

2 disclosure categories 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 Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carlton Electric Denver CO 05/2015 08/2017
Weifield Group Englewood CO 08/2017 08/2019
Multitek Global Brazil IN 01/2016 11/2021
Ilending Englewood CO 12/2021 05/2023
Autopay Denver CO 05/2023 09/2023
Fidelity Investments Greenwood Village CO 10/2023 Present
Walmart Elizabeth CO 01/2020 02/2020
Pilot Flying J Brazil IN 09/2020 09/2020
Pacesetter Sports Terre Haute IN 11/2020 04/2021
Bear Electric Lakewood CO 03/2020 04/2020
Doordash Denver CO 03/2022 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2017
    Carlton Electric
    Denver, CO
  • 08/2017 → 08/2019
    Weifield Group
    Englewood, CO
  • 01/2016 → 11/2021
    Multitek Global
    Brazil, IN
  • 12/2021 → 05/2023
    Ilending
    Englewood, CO
  • 05/2023 → 09/2023
    Autopay
    Denver, CO
  • 10/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2020 → 02/2020
    Walmart
    Elizabeth, CO
  • 09/2020 → 09/2020
    Pilot Flying J
    Brazil, IN
  • 11/2020 → 04/2021
    Pacesetter Sports
    Terre Haute, IN
  • 03/2020 → 04/2020
    Bear Electric
    Lakewood, CO
  • 03/2022 → 10/2023
    Doordash
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-103746|OrgNmn:DoorDash|Org Addr:Florence, ,Kentucky,US|OBA Nature:Delivery driver|Invst Rel:N|Title:Independent Contractor|Duties:None, it's at my own discretion |StrtDt:02-01-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-17
  • S66 Uniform Combined State Law Examination
    2024-05-17
Other Names
  • Schultz Garren
  • Garren Schultz

View on SEC IAPD

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