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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
CO RA APPROVED 2025-04-11
  • TX RA
    APPROVED
    Since 2025-08-13
  • CO RA
    APPROVED
    Since 2025-04-11

Branch Locations

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • United States

Loevland, 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
Owen Reilly Real Estate Dublin 06/2022 07/2022
Fidelity Investments Fort Collins CO 06/2023 08/2023
Unemployed Fort Collins CO 06/2024 06/2024
Phi Mu Fraternity Fort Collins CO 12/2022 12/2023
Del Norte High School San Diego CA 08/2016 05/2020
Phi Mu Fraternity Fort Collins CO 01/2022 12/2022
Old Navy San Diego CA 05/2021 08/2021
Fidelity Invetsments Fort Collins CO 08/2023 05/2024
Fidelity Investments Fort Collins CO 06/2024 Present
Phi Mu Fraternity Fort Collins CO 01/2021 12/2022
Unemployed San Diego CA 05/2020 08/2020
Colorado State Univiversity Fort Collins CO 08/2020 05/2024
  • 06/2022 → 07/2022
    Owen Reilly Real Estate
    Dublin
  • 06/2023 → 08/2023
    Fidelity Investments
    Fort Collins, CO
  • 06/2024 → 06/2024
    Unemployed
    Fort Collins, CO
  • 12/2022 → 12/2023
    Phi Mu Fraternity
    Fort Collins, CO
  • 08/2016 → 05/2020
    Del Norte High School
    San Diego, CA
  • 01/2022 → 12/2022
    Phi Mu Fraternity
    Fort Collins, CO
  • 05/2021 → 08/2021
    Old Navy
    San Diego, CA
  • 08/2023 → 05/2024
    Fidelity Invetsments
    Fort Collins, CO
  • 06/2024 → Present
    Fidelity Investments
    Fort Collins, CO
  • 01/2021 → 12/2022
    Phi Mu Fraternity
    Fort Collins, CO
  • 05/2020 → 08/2020
    Unemployed
    San Diego, CA
  • 08/2020 → 05/2024
    Colorado State Univiversity
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-03
  • S66 Uniform Combined State Law Examination
    2025-04-03

View on SEC IAPD

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