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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
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1518 6Th Ave, Seattle, WA 98101-1706 • United States

Seattle, WA • 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 02/2021 Present
Lendingclub Lehi UT 07/2020 12/2020
The Startup Building Provo UT 06/2020 09/2020
Systematic Solutions Llc Springville UT 03/2018 05/2019
Church Of Jesus Christ Of Latter Day Saints Lilburn GA 07/2016 03/2018
Dicks Sporting Goods Orem UT 05/2016 09/2016
Northstar Alarm Services Orem UT 06/2015 09/2016
Brigham Young University Provo UT 09/2015 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 07/2020 → 12/2020
    Lendingclub
    Lehi, UT
  • 06/2020 → 09/2020
    The Startup Building
    Provo, UT
  • 03/2018 → 05/2019
    Systematic Solutions Llc
    Springville, UT
  • 07/2016 → 03/2018
    Church Of Jesus Christ Of Latter Day Saints
    Lilburn, GA
  • 05/2016 → 09/2016
    Dicks Sporting Goods
    Orem, UT
  • 06/2015 → 09/2016
    Northstar Alarm Services
    Orem, UT
  • 09/2015 → 01/2021
    Brigham Young University
    Provo, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-25
S63 Uniform Securities Agent State Law Examination 2021-06-23
  • S65 Uniform Investment Adviser Law Examination
    2023-08-25
  • S63 Uniform Securities Agent State Law Examination
    2021-06-23

View on SEC IAPD

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