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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-05
TX RA APPROVED 2026-01-05
  • CO RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

Westminster, 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
Global Event Group Bryan TX 05/2012 11/2018
Outback Steakhouse Denver CO 11/2017 01/2018
Instacart San Francisco CA 03/2015 01/2020
Fidelity Investments Greenwood Village CO 06/2024 Present
The Green Solution Black Hawk CO 03/2020 11/2021
The Savings Group Denver CO 11/2021 06/2024
Farmers Insurance| Denver CO 10/2019 03/2020
  • 05/2012 → 11/2018
    Global Event Group
    Bryan, TX
  • 11/2017 → 01/2018
    Outback Steakhouse
    Denver, CO
  • 03/2015 → 01/2020
    Instacart
    San Francisco, CA
  • 06/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2020 → 11/2021
    The Green Solution
    Black Hawk, CO
  • 11/2021 → 06/2024
    The Savings Group
    Denver, CO
  • 10/2019 → 03/2020
    Farmers Insurance|
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-29
S63 Uniform Securities Agent State Law Examination 2024-10-11
  • S66 Uniform Combined State Law Examination
    2025-12-29
  • S63 Uniform Securities Agent State Law Examination
    2024-10-11

View on SEC IAPD

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