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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mishawaka, IN • United States

1234 N Eddy St Ste 124, South Bend, IN 46617-1477 • 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
Jacks Donuts Mishawaka IN 06/2020 12/2020
Penn Harris Madsion Osceola IN 08/2009 06/2020
Zolman Tire And Auto Care Mishawaka IN 12/2020 06/2023
Ball State University Muncie IN 06/2023 05/2024
Fidelity Investments South Bend IN 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 12/2020
    Jacks Donuts
    Mishawaka, IN
  • 08/2009 → 06/2020
    Penn Harris Madsion
    Osceola, IN
  • 12/2020 → 06/2023
    Zolman Tire And Auto Care
    Mishawaka, IN
  • 06/2023 → 05/2024
    Ball State University
    Muncie, IN
  • 05/2024 → Present
    Fidelity Investments
    South Bend, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    South Bend, IN
    Mishawaka, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-30
  • S66 Uniform Combined State Law Examination
    2025-01-30
Other Names
  • Colton Dennis
  • Colton J Dennis

View on SEC IAPD

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