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Advisor at ACORN CREEK CAPITAL LLC
FORT COLLINS, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ACORN CREEK CAPITAL LLC | Independent wealth | Mar 4, 2026 | n/a | yes | FORT COLLINS, CO | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Feb 11, 2026 | no | DENVER, CO|LOVELAND, CO|FORT COLLINS, CO|FORT COLLINS, CO|FORT COLLINS, CO|LOVELAND, CO|FORT COLLINS, CO|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 15, 2021 | Mar 31, 2025 | no | COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | ACORN CREEK CAPITAL LLC | Feb 11, 2026 | Mar 4, 2026 | 21 | Firm change | Ibd to RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |