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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-01
TX RA APPROVED 2025-07-01
  • CO RA
    APPROVED
    Since 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Aurora, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Greenwood Village CO 01/2024 Present
Unemployed Aurora CO 07/2022 01/2024
U.S. Bank Englewood CO 08/2015 07/2022
  • 01/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 07/2022 → 01/2024
    Unemployed
    Aurora, CO
  • 08/2015 → 07/2022
    U.S. Bank
    Englewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2024-04-17
  • S66 Uniform Combined State Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-04-17

View on SEC IAPD

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