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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-05
CO RA APPROVED 2025-07-29
  • TX RA
    APPROVED
    Since 2025-08-05
  • CO RA
    APPROVED
    Since 2025-07-29

Branch Locations

Monument, CO • United States

10855 Hidden Pool Heights Suite 100, Colorado Springs, CO 80908-5288 • 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
Uchealth Co CO 10/2022 05/2024
Surgery Partners-Premier Surgery Center Co CO 10/2021 10/2022
U.S Army Ky KY 11/2014 11/2020
Unemployed Colorado Springs CO 05/2024 06/2024
Fidelity Investments Colorado Springs CO 06/2024 Present
Unemployment Colorado Springs CO 07/2021 10/2021
St. Francis Medical Center (Centura Health) Co CO 04/2021 07/2021
Unemployed Colorado Springs CO 11/2020 04/2021
Medely Staffing Ca CA 01/2022 05/2024
  • 10/2022 → 05/2024
    Uchealth
    Co, CO
  • 10/2021 → 10/2022
    Surgery Partners-Premier Surgery Center
    Co, CO
  • 11/2014 → 11/2020
    U.S Army
    Ky, KY
  • 05/2024 → 06/2024
    Unemployed
    Colorado Springs, CO
  • 06/2024 → Present
    Fidelity Investments
    Colorado Springs, CO
  • 07/2021 → 10/2021
    Unemployment
    Colorado Springs, CO
  • 04/2021 → 07/2021
    St. Francis Medical Center (Centura Health)
    Co, CO
  • 11/2020 → 04/2021
    Unemployed
    Colorado Springs, CO
  • 01/2022 → 05/2024
    Medely Staffing
    Ca, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-28
  • S66 Uniform Combined State Law Examination
    2025-07-28

View on SEC IAPD

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