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Adam Penrod Clark

Strategic Advisers LLC

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 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

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • 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 12/2020 Present
Brigham Young University Physical Facilities Provo UT 03/2020 12/2020
Brigham Young University Dining Services Provo UT 02/2019 03/2020
Rc Willey Orem UT 08/2018 02/2019
Church Of Jesus Christ Of Latter-Day Saints Guayaquil 08/2016 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2020 → 12/2020
    Brigham Young University Physical Facilities
    Provo, UT
  • 02/2019 → 03/2020
    Brigham Young University Dining Services
    Provo, UT
  • 08/2018 → 02/2019
    Rc Willey
    Orem, UT
  • 08/2016 → 08/2018
    Church Of Jesus Christ Of Latter-Day Saints
    Guayaquil
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-128524|OrgNmn:Optometric Billing Specialist|Org Addr:Santaquin,Utah,US|OBA Nature:I will review billing info for|Invst Rel:N|Title:Independent Contractor|Duties:Review patient balances, applies insurance payments and co-pays to balances owed. Issue statements for patient balances. |StrtDt:03-25-26|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-09
S63 Uniform Securities Agent State Law Examination 2021-04-16
  • S66 Uniform Combined State Law Examination
    2021-07-09
  • S63 Uniform Securities Agent State Law Examination
    2021-04-16
Other Names
  • Adam Penrod Clark
  • Adam Clark

View on SEC IAPD

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