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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-08
TX RA APPROVED 2025-12-08
  • CO RA
    APPROVED
    Since 2025-12-08
  • TX RA
    APPROVED
    Since 2025-12-08

Branch Locations

Aurora, 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
Fidelity Investments Greenwood Village CO 06/2024 Present
Ilending Centennial CO 10/2021 05/2024
At&T Lone Tree CO 05/2015 10/2021
  • 06/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 10/2021 → 05/2024
    Ilending
    Centennial, CO
  • 05/2015 → 10/2021
    At&T
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-29
S63 Uniform Securities Agent State Law Examination 2024-09-26
  • S66 Uniform Combined State Law Examination
    2025-11-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-26

View on SEC IAPD

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