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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • CO RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

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
Planesense, Inc. Portsmouth NH 05/2023 Present
Overflow Counseling Durham NH 05/2021 08/2021
Unh Dining Durham NH 01/2021 05/2021
Ndsu Career And Advising Center Fargo ND 02/2022 05/2023
Tendercrop Farm Dover NH 06/2018 08/2018
Duston'S Market Dover NH 07/2018 06/2022
Win Waste Innovations Portsmouth NH 06/2022 07/2022
Dj Jodi Entertainment Whitefield ME 01/2024 Present
Fidelity Investments Greenwood Village CO 04/2024 Present
Portsmouth Christian Academy Dover NH 06/2016 06/2020
University Of New Hampshire Durham NH 06/2020 05/2021
North Dakota State University Fargo ND 05/2021 12/2023
  • 05/2023 → Present
    Planesense, Inc.
    Portsmouth, NH
  • 05/2021 → 08/2021
    Overflow Counseling
    Durham, NH
  • 01/2021 → 05/2021
    Unh Dining
    Durham, NH
  • 02/2022 → 05/2023
    Ndsu Career And Advising Center
    Fargo, ND
  • 06/2018 → 08/2018
    Tendercrop Farm
    Dover, NH
  • 07/2018 → 06/2022
    Duston'S Market
    Dover, NH
  • 06/2022 → 07/2022
    Win Waste Innovations
    Portsmouth, NH
  • 01/2024 → Present
    Dj Jodi Entertainment
    Whitefield, ME
  • 04/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2016 → 06/2020
    Portsmouth Christian Academy
    Dover, NH
  • 06/2020 → 05/2021
    University Of New Hampshire
    Durham, NH
  • 05/2021 → 12/2023
    North Dakota State University
    Fargo, ND
Other Businesses

OBA-108780|OrgNmn:DJ Jodi Entertainment|Org Addr:Whitefield,Maine,US|OBA Nature:DJ services|Invst Rel:N|Title:Employee|Duties:Performing admin work for DJ business (aunt is owner)|StrtDt:01-14-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-29
S63 Uniform Securities Agent State Law Examination 2024-07-31
  • S66 Uniform Combined State Law Examination
    2025-10-29
  • S63 Uniform Securities Agent State Law Examination
    2024-07-31
Other Names
  • Madison R Baggs
  • Madison Baggs

View on SEC IAPD

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