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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

Roy, 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
New York Life Insurance Company Spokane WA 03/2021 05/2021
Blazin Wings Inc Minneapolis MN 09/2018 02/2020
Barry Tassler Las Vegas NV 12/2017 12/2017
Hagadone Corporation Coeur D'ALene ID 06/2016 12/2017
Administaff Companies Inc Asset Campus Usa Kingwood TX 04/2020 05/2020
Fidelity Investments Boston MA 11/2021 Present
University Of Idaho Moscow ID 08/2017 12/2020
North Idaho College Coeur D' Alene ID 08/2014 05/2017
Unemployed Rathdrum ID 05/2021 11/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 05/2021
    New York Life Insurance Company
    Spokane, WA
  • 09/2018 → 02/2020
    Blazin Wings Inc
    Minneapolis, MN
  • 12/2017 → 12/2017
    Barry Tassler
    Las Vegas, NV
  • 06/2016 → 12/2017
    Hagadone Corporation
    Coeur D'ALene, ID
  • 04/2020 → 05/2020
    Administaff Companies Inc Asset Campus Usa
    Kingwood, TX
  • 11/2021 → Present
    Fidelity Investments
    Boston, MA
  • 08/2017 → 12/2020
    University Of Idaho
    Moscow, ID
  • 08/2014 → 05/2017
    North Idaho College
    Coeur D' Alene, ID
  • 05/2021 → 11/2021
    Unemployed
    Rathdrum, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2023-02-17
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04

View on SEC IAPD

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