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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-06
TX RA APPROVED 2026-05-06
  • CO RA
    APPROVED
    Since 2026-05-06
  • TX RA
    APPROVED
    Since 2026-05-06

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
Unemployed Issaquah WA 06/2016 10/2016
Unemployed Issaquah WA 10/2023 06/2024
Fidelity Investments Greenwood Village CO 06/2024 Present
Windermere East, Inc. Bellevue WA 10/2016 03/2021
John Kritsonis & Associates, Inc. Bellevue WA 02/2021 10/2023
  • 06/2016 → 10/2016
    Unemployed
    Issaquah, WA
  • 10/2023 → 06/2024
    Unemployed
    Issaquah, WA
  • 06/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 10/2016 → 03/2021
    Windermere East, Inc.
    Bellevue, WA
  • 02/2021 → 10/2023
    John Kritsonis & Associates, Inc.
    Bellevue, WA
Other Businesses

OBA-113489|OrgNmn:Fierce45|Org Addr:Greenwood ,Colorado,US|OBA Nature:Fitness - Reformer Pilates|Invst Rel:N|Title:Employee|Duties:Fitness Instructor|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-15
S63 Uniform Securities Agent State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2026-04-15
  • S63 Uniform Securities Agent State Law Examination
    2024-10-09

View on SEC IAPD

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