Best Investors Account Sign in
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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Aurora, CO • United States

1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States

Disclosures

1 disclosure category 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investements Greenwood Village CO 01/2024 Present
Florii Photo Llc Aurora CO 06/2019 01/2024
Vibrance Dentistry Greenwood Village CO 07/2019 10/2021
Allo Communications Fort Morgan CO 12/2018 06/2019
Eva Bodoni Dds Greenwood Village CO 07/2016 11/2018
The Grad Team Ypsilanti MI 04/2021 12/2023
Lifetouch Jf Aurora CO 11/2019 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → Present
    Fidelity Investements
    Greenwood Village, CO
  • 06/2019 → 01/2024
    Florii Photo Llc
    Aurora, CO
  • 07/2019 → 10/2021
    Vibrance Dentistry
    Greenwood Village, CO
  • 12/2018 → 06/2019
    Allo Communications
    Fort Morgan, CO
  • 07/2016 → 11/2018
    Eva Bodoni Dds
    Greenwood Village, CO
  • 04/2021 → 12/2023
    The Grad Team
    Ypsilanti, MI
  • 11/2019 → 06/2020
    Lifetouch Jf
    Aurora, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Aurora, CO
    Greenwood Village, CO
Other Businesses

OBA-105786|OrgNmn:Florii Photo LLC|Org Addr:Aurora,Colorado,US|OBA Nature:Wedding Photography|Invst Rel:N|Title:Sole Proprietor|Duties:Take and edit wedding photos wile communicating with customers through the process|StrtDt:06-01-20|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2024-04-17
  • S66 Uniform Combined State Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-04-17
Other Names
  • Florentina Angela Soare
  • Tina Soare
  • Florentina Soare

View on SEC IAPD

More in Aurora, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor