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Chloe Hope Battad

Strategic Advisers LLC

Salt Lake City, UT

Lehi, 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 2026-02-26
UT RA APPROVED 2025-11-17
  • TX RA
    APPROVED
    Since 2026-02-26
  • UT RA
    APPROVED
    Since 2025-11-17

Branch Locations

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

Lehi, 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 American Fork UT 05/2020 Present
Blip Billboards Orem UT 08/2018 03/2020
The Church Of Jesus Christ Of Latter Day Saints Quito 02/2017 08/2018
Aubergine And Company Orem UT 09/2015 12/2017
  • 05/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 08/2018 → 03/2020
    Blip Billboards
    Orem, UT
  • 02/2017 → 08/2018
    The Church Of Jesus Christ Of Latter Day Saints
    Quito
  • 09/2015 → 12/2017
    Aubergine And Company
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
S63 Uniform Securities Agent State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2025-11-03
  • S63 Uniform Securities Agent State Law Examination
    2020-09-14
Other Names
  • Chloe Hope Battad
  • Chloe Hope Millburn
  • Chloe Millburn

View on SEC IAPD

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D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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