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

Branch Locations

Saratoga Springs, 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 Investments Salt Lake City UT 05/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → Present
    Fidelity Investments
    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
    Saratoga Springs, UT
  • 2011-07-06 → 2018-07-13
    Salt Lake City, UT
    American Fork, UT
  • 2009-08-06 → 2011-05-03
    Chase Investment Services Corp.
    Sandy, UT
    South Jordan, UT
  • 2006-02-06 → 2009-08-10
    Wells Fargo Investments, Llc
    Kamiah, ID
    Hurricane, UT
    Hurricane, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-03
S63 Uniform Securities Agent State Law Examination 2002-10-31
  • S66 Uniform Combined State Law Examination
    2006-01-03
  • S63 Uniform Securities Agent State Law Examination
    2002-10-31
Other Names
  • Tyler Keith Endsley

View on SEC IAPD

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