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Lloyd E. Kearl

Strategic Advisers LLC

Herriman, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-06
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-11-06
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Herriman, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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, Llc Salt Lake City UT 09/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → Present
    Fidelity Brokerage Services, Llc
    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
    Herriman, UT
  • 2011-10-05 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Other Businesses

OBA-90646|OrgNmn:Three Pines LLC|Org Addr:Island Par,Idaho,US|OBA Nature:Vacation Rental Cabin|Invst Rel:Y|Title:Partner|Duties:monthly review and settlement of expenses|StrtDt:09-01-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-04
S63 Uniform Securities Agent State Law Examination 2007-12-14
  • S66 Uniform Combined State Law Examination
    2011-10-04
  • S63 Uniform Securities Agent State Law Examination
    2007-12-14
Other Names
  • Lloyd E Kearl
  • L. Eldon Kearl
  • L. Eldon Kearl
  • Lloyd Eldon Kearl

View on SEC IAPD

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