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Taylor Catherine Woelfle

Strategic Advisers LLC

Greenwood Village, CO

Denver, 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

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
Lyft Aurora CO 06/2017 10/2023
Fidelity Investments Greenwood Village CO 11/2023 Present
Goodwill Grand Junction CO 03/2018 03/2018
Victra Colorado Springs CO 12/2018 02/2022
Uber Eats Colorado Springs CO 09/2020 10/2021
Titan Mobile Grand Junction CO 03/2018 12/2018
Mobily Llc Colorado Springs CO 10/2022 06/2023
Microsoft Stores Lone Tree CO 10/2013 08/2017
Door Dash Colorado Springs CO 04/2020 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 10/2023
    Lyft
    Aurora, CO
  • 11/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2018 → 03/2018
    Goodwill
    Grand Junction, CO
  • 12/2018 → 02/2022
    Victra
    Colorado Springs, CO
  • 09/2020 → 10/2021
    Uber Eats
    Colorado Springs, CO
  • 03/2018 → 12/2018
    Titan Mobile
    Grand Junction, CO
  • 10/2022 → 06/2023
    Mobily Llc
    Colorado Springs, CO
  • 10/2013 → 08/2017
    Microsoft Stores
    Lone Tree, CO
  • 04/2020 → 09/2021
    Door Dash
    Colorado Springs, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Denver, CO
Other Businesses

OBA-104192|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Ride Share|Invst Rel:N|Title:Independent Contractor|Duties:Rideshare driver|StrtDt:06-18-17|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23
Other Names
  • Taylor C Woelfle
  • Taylor Woelfle

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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