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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Syracuse, 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
Minnesota Life St. Paul MN 05/2001 08/2020
Heritage Group Benefits, Llc Ogden UT 05/2001 08/2020
Fidelity Investments Salt Lake City UT 08/2020 Present
Allegis South Jordan UT 08/2014 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2001 → 08/2020
    Minnesota Life
    St. Paul, MN
  • 05/2001 → 08/2020
    Heritage Group Benefits, Llc
    Ogden, UT
  • 08/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2014 → 08/2020
    Allegis
    South Jordan, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2001-09-07 → 2008-12-17
    Securian Financial Services, Inc.
    Ogden, UT
    Ogden, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-29
  • S66 Uniform Combined State Law Examination
    2020-12-29
Other Names
  • Christine Mcbride
  • Christine Wright
  • Christine Mcbride Wright
  • Christine Mcbride Wright
  • Chris M Wright

View on SEC IAPD

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