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Patricia Katherine Weeks

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
Self-Employed Park Ridge IL 01/2021 01/2023
Oakton Ice Arena Park Ridge IL 01/2020 12/2022
Cog Hill Golf Course Lemont IL 04/2020 07/2020
Fidelity Investments Greenwood Village CO 04/2024 Present
Student Hinsdale IL 03/2014 01/2020
Student Hinsdale IL 02/2023 07/2023
Self-Employed Hinsdale IL 07/2023 04/2024
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 01/2023
    Self-Employed
    Park Ridge, IL
  • 01/2020 → 12/2022
    Oakton Ice Arena
    Park Ridge, IL
  • 04/2020 → 07/2020
    Cog Hill Golf Course
    Lemont, IL
  • 04/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2014 → 01/2020
    Student
    Hinsdale, IL
  • 02/2023 → 07/2023
    Student
    Hinsdale, IL
  • 07/2023 → 04/2024
    Self-Employed
    Hinsdale, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
    Greenwood Village, CO
Other Businesses

OBA-108795|OrgNmn:Self-employed baking business|Org Addr:Denver,Colorado,US|OBA Nature:Self-employed baking business |Invst Rel:N|Title:Owner|Duties:Bake and decorate cakes for clients|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2024-06-18
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2024-06-18
Other Names
  • Patricia K Weeks
  • Patricia Weeks

View on SEC IAPD

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Natalie Ford
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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