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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-17
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-07-17
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

279 West South Temple, Salt Lake City, UT 84101-1333 • United States

Salt Lake City, UT • 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 Brokerage Services, Inc. Salt Lake City UT 10/1989 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1989 → Present
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    Salt Lake City, UT
  • 2000-07-19 → 2018-07-13
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-126502|OrgNmn:A&J DEWAAL LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:LLC to own and manage 2 invest|Invst Rel:Y|Title:Managing Principal|Duties:manage property as needed |StrtDt:03-17-26|TotHrs/mon:3|TrdHrs/mon:0|OBA-17491|OrgNmn:2DB|Org Addr:Holladay,Utah,US|OBA Nature:Own rental Properties|Invst Rel:Y|Title:Partner in an LLC|Duties:Owner of Rental Properties, basic maintenance and collect rents.|StrtDt:01-06-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-10185|OrgNmn:DeWaal Property Managment|Org Addr:Salt Lake,Utah,US|OBA Nature:Property Management & Maintena|Invst Rel:Y|Title:DeWaal Property Management|Duties:Periodic maintenance of income properties|StrtDt:07-09-18|TotHrs/mon:5|TrdHrs/mon:0|OBA-99331|OrgNmn:Holladay Townhomes HOA|Org Addr:Holladay,Utah,US|OBA Nature:President of HOA Board for Tow|Invst Rel:N|Title:Board President |Duties:Run HOA board meetings once a month |StrtDt:02-18-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-12
S63 Uniform Securities Agent State Law Examination 1989-12-21
  • S66 Uniform Combined State Law Examination
    2000-06-12
  • S63 Uniform Securities Agent State Law Examination
    1989-12-21

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