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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

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

Eagle Mountain, 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 Salt Lake City UT 10/2020 Present
Mountain America Credit Union Riverton UT 11/2019 10/2020
Mountain America Credit Union South Jordan UT 02/2019 11/2019
Unemployed South Jordan UT 08/2018 02/2019
Vivint Smart Home Rancho Cucamonga CA 04/2018 08/2018
Nordstrom City Creek Salt Lake City UT 10/2017 04/2018
Vivint Smart Home Rancho Cucamonga UT 06/2017 10/2017
Nordstrom City Creek Salt Lake City UT 09/2016 06/2017
Fabulous Freddy's Car Wash Sandy UT 05/2016 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2019 → 10/2020
    Mountain America Credit Union
    Riverton, UT
  • 02/2019 → 11/2019
    Mountain America Credit Union
    South Jordan, UT
  • 08/2018 → 02/2019
    Unemployed
    South Jordan, UT
  • 04/2018 → 08/2018
    Vivint Smart Home
    Rancho Cucamonga, CA
  • 10/2017 → 04/2018
    Nordstrom City Creek
    Salt Lake City, UT
  • 06/2017 → 10/2017
    Vivint Smart Home
    Rancho Cucamonga, UT
  • 09/2016 → 06/2017
    Nordstrom City Creek
    Salt Lake City, UT
  • 05/2016 → 09/2016
    Fabulous Freddy's Car Wash
    Sandy, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-27
  • S66 Uniform Combined State Law Examination
    2021-04-27
Other Names
  • Connor Davis Foster
  • Connor Foster

View on SEC IAPD

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