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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

Salt Lake City, 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
Huntsman Cancer Research Hospital Grossman Lab Salt Lake City UT 06/2018 Present
Huntsman Cancer Hospital Holmen Lab Salt Lake City UT 09/2017 05/2018
Dick N Dixies Bar Salt Lake City UT 08/2017 10/2018
Purgatory Bar Salt Lake City UT 10/2018 12/2018
Utah Alliance For Children Salt Lake City UT 06/2017 08/2017
Dean Li Lab In U Of U Department Of Molecular Medicine Salt Lake City UT 05/2016 09/2016
University Of Utah Salt Lake City UT 06/2016 06/2017
Fidelity Investments Salt Lake City UT 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → Present
    Huntsman Cancer Research Hospital Grossman Lab
    Salt Lake City, UT
  • 09/2017 → 05/2018
    Huntsman Cancer Hospital Holmen Lab
    Salt Lake City, UT
  • 08/2017 → 10/2018
    Dick N Dixies Bar
    Salt Lake City, UT
  • 10/2018 → 12/2018
    Purgatory Bar
    Salt Lake City, UT
  • 06/2017 → 08/2017
    Utah Alliance For Children
    Salt Lake City, UT
  • 05/2016 → 09/2016
    Dean Li Lab In U Of U Department Of Molecular Medicine
    Salt Lake City, UT
  • 06/2016 → 06/2017
    University Of Utah
    Salt Lake City, UT
  • 03/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-17
S63 Uniform Securities Agent State Law Examination 2021-07-12
  • S66 Uniform Combined State Law Examination
    2022-05-17
  • S63 Uniform Securities Agent State Law Examination
    2021-07-12
Other Names
  • Coulson Palmer Rich
  • Coulson Rich

View on SEC IAPD

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