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Dallon B. Warnick

Strategic Advisers LLC

Alpine, 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

Alpine, 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 Brokerage Services, Llc American Fork UT 09/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → Present
    Fidelity Brokerage Services, Llc
    American Fork, 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
    Alpine, UT
  • 2017-03-07 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Other Businesses

OBA-118709|OrgNmn:ThunderHorse Partnership LLC|Org Addr:Panguitch ,Utah,US|OBA Nature:Commercial real estate holding|Invst Rel:Y|Title:Manager|Duties:Finding and monitoring tenants. |StrtDt:05-14-25|TotHrs/mon:5|TrdHrs/mon:0|OBA-128071|OrgNmn:ThunderHorse Mercantile LLC|Org Addr:Panguitch,Utah,US|OBA Nature:Retail gift shop|Invst Rel:N|Title:Managing Member/ Owner|Duties:Manage inventory and scheduling |StrtDt:04-01-26|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-11
S63 Uniform Securities Agent State Law Examination 2016-01-08
  • S66 Uniform Combined State Law Examination
    2017-02-11
  • S63 Uniform Securities Agent State Law Examination
    2016-01-08
Other Names
  • Dallon Benjamin Warnick

View on SEC IAPD

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