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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
  • CO RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05

Branch Locations

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

Parker, 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
Fidelity Investments Greenwood Village CO 06/2024 Present
Unemployed Parker CO 06/2014 10/2019
Taste Of Philly Inc Parker CO 10/2019 03/2021
Unemployed Parker CO 03/2021 08/2021
Fidelity Investments Greenwood Village CO 06/2023 08/2023
Colorado State University Career Center Fort Collins CO 08/2021 05/2024
  • 06/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2014 → 10/2019
    Unemployed
    Parker, CO
  • 10/2019 → 03/2021
    Taste Of Philly Inc
    Parker, CO
  • 03/2021 → 08/2021
    Unemployed
    Parker, CO
  • 06/2023 → 08/2023
    Fidelity Investments
    Greenwood Village, CO
  • 08/2021 → 05/2024
    Colorado State University Career Center
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
S63 Uniform Securities Agent State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2025-10-28
  • S63 Uniform Securities Agent State Law Examination
    2024-10-04

View on SEC IAPD

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