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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

Englewood, 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
Trinity Consultants Oakbrook Terrace IL 02/2019 06/2021
Evonik Corporation Garyville LA 09/2016 09/2018
Wr Grace Chicago IL 06/2021 03/2023
Evonik Corporation Blair NE 04/2014 09/2017
Fidelity Investments Greenwood Village CO 05/2024 Present
Unemployed Chicago IL 09/2018 02/2019
Unemployed Englewood CO 03/2023 04/2024
  • 02/2019 → 06/2021
    Trinity Consultants
    Oakbrook Terrace, IL
  • 09/2016 → 09/2018
    Evonik Corporation
    Garyville, LA
  • 06/2021 → 03/2023
    Wr Grace
    Chicago, IL
  • 04/2014 → 09/2017
    Evonik Corporation
    Blair, NE
  • 05/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 09/2018 → 02/2019
    Unemployed
    Chicago, IL
  • 03/2023 → 04/2024
    Unemployed
    Englewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
S63 Uniform Securities Agent State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2025-06-26
  • S63 Uniform Securities Agent State Law Examination
    2024-09-06

View on SEC IAPD

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