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Tomas Cabeza

Strategic Advisers LLC

Provo, 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

Provo, 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
Rhi San Ramone CA 10/2020 02/2021
Wells Fargo Clearing Services Llc Salt Lake City UT 10/2020 10/2022
Unemployed Provo UT 12/2019 09/2020
Disruptive Advertising Lindon UT 02/2019 11/2019
Unemployed Greensboro NC 09/2018 01/2019
Atrium Staffing Richmond VA 06/2018 08/2018
Brigham Young University Provo UT 01/2014 08/2018
Brigham Young University Provo UT 01/2015 05/2017
Brigham Young University Provo UT 02/2017 10/2017
Fidelity Investments Salt Lake City UT 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 02/2021
    Rhi
    San Ramone, CA
  • 10/2020 → 10/2022
    Wells Fargo Clearing Services Llc
    Salt Lake City, UT
  • 12/2019 → 09/2020
    Unemployed
    Provo, UT
  • 02/2019 → 11/2019
    Disruptive Advertising
    Lindon, UT
  • 09/2018 → 01/2019
    Unemployed
    Greensboro, NC
  • 06/2018 → 08/2018
    Atrium Staffing
    Richmond, VA
  • 01/2014 → 08/2018
    Brigham Young University
    Provo, UT
  • 01/2015 → 05/2017
    Brigham Young University
    Provo, UT
  • 02/2017 → 10/2017
    Brigham Young University
    Provo, UT
  • 11/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2021-01-19 → 2022-11-09
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
    Provo, UT
Other Businesses

OBA-104515|OrgNmn:Amazon Vine Participant|Org Addr:Provo,Utah,US|OBA Nature:I am part of a program through|Invst Rel:N|Title:Amazon Vine participant|Duties:I am eligible to receive Amazon items for free. It is not required that I complete a review of the item but encouraged. |StrtDt:11-22-23|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-15
  • S66 Uniform Combined State Law Examination
    2021-01-15
Other Names
  • Tom Cabeza

View on SEC IAPD

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