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Tesla Jean Heck

Strategic Advisers LLC

Greenwood Village, CO

Lakewood, 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 2025-04-03
TX RA APPROVED 2025-04-03
  • CO RA
    APPROVED
    Since 2025-04-03
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Lakewood, 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
Wells Fargo Aurora CO 04/2012 04/2021
Fidelity Investments Lakewood CO 05/2024 Present
Crosscountry Mortgage Cleveland OH 04/2021 05/2024
  • 04/2012 → 04/2021
    Wells Fargo
    Aurora, CO
  • 05/2024 → Present
    Fidelity Investments
    Lakewood, CO
  • 04/2021 → 05/2024
    Crosscountry Mortgage
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-24
  • S66 Uniform Combined State Law Examination
    2025-03-24
Other Names
  • Tesla J Heck
  • Tesla Jean Heck

View on SEC IAPD

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AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
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