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Joshua Sunday Smith

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
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

Herriman, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 Merrimack NH 12/2013 11/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2019
Qualtrics Provo UT 11/2019 08/2020
Fidelity Investments Salt Lake City UT 08/2020 Present
Jl Acquisitions, Llc Herriman UT 06/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → 11/2019
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 11/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 11/2019 → 08/2020
    Qualtrics
    Provo, UT
  • 08/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2020 → 08/2020
    Jl Acquisitions, Llc
    Herriman, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2018-07-13 → 2019-11-05
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-09-03 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Fork, UT
    American Fork, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-02
S63 Uniform Securities Agent State Law Examination 2011-10-19
  • S66 Uniform Combined State Law Examination
    2014-09-02
  • S63 Uniform Securities Agent State Law Examination
    2011-10-19
Other Names
  • Joshua Sunday Smith
  • Joshua Smith

View on SEC IAPD

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