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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-09-04
TX RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-09-04
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Warrenton, VA • 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 12/2023 Present
Adecco Boulder CO 02/2022 01/2023
Teksystems Alpharetta GA 08/2014 07/2018
Locumtenens.COm Alpharetta GA 08/2018 04/2019
Rockcrest Technology Search Boulder CO 04/2023 08/2023
Edgelink Denver CO 09/2020 02/2022
Unemployed Boulder CO 01/2023 04/2023
Unemployed Westminster CO 09/2023 12/2023
Unemployed Denver CO 04/2020 09/2020
Optomi Denver CO 04/2019 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → Present
    Fidelity Investments
    Denver, CO
  • 02/2022 → 01/2023
    Adecco
    Boulder, CO
  • 08/2014 → 07/2018
    Teksystems
    Alpharetta, GA
  • 08/2018 → 04/2019
    Locumtenens.COm
    Alpharetta, GA
  • 04/2023 → 08/2023
    Rockcrest Technology Search
    Boulder, CO
  • 09/2020 → 02/2022
    Edgelink
    Denver, CO
  • 01/2023 → 04/2023
    Unemployed
    Boulder, CO
  • 09/2023 → 12/2023
    Unemployed
    Westminster, CO
  • 04/2020 → 09/2020
    Unemployed
    Denver, CO
  • 04/2019 → 04/2020
    Optomi
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westminster, CO
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02

View on SEC IAPD

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