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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lehi, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Sundance Partners Ltd Sundance UT 11/2019 03/2020
Enium Capital Group Sandy UT 02/2018 02/2019
Code Greene Salt Lake City UT 05/2016 12/2017
Unemployed Logan UT 04/2020 04/2021
Unemployed - Unpaid Startup Consulting Orem UT 02/2019 11/2019
Full Time Education Logan UT 01/2013 12/2016
Fidelity Investments American Fork UT 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 03/2020
    Sundance Partners Ltd
    Sundance, UT
  • 02/2018 → 02/2019
    Enium Capital Group
    Sandy, UT
  • 05/2016 → 12/2017
    Code Greene
    Salt Lake City, UT
  • 04/2020 → 04/2021
    Unemployed
    Logan, UT
  • 02/2019 → 11/2019
    Unemployed - Unpaid Startup Consulting
    Orem, UT
  • 01/2013 → 12/2016
    Full Time Education
    Logan, UT
  • 04/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-59639|OrgNmn:DEEShop|Org Addr:Lehi,Utah,US|OBA Nature:Amazon Reseller Business|Invst Rel:N|Title:Owner/Operator|Duties:I keep an eye out for deals that I can flip and resell through Amazon's Marketplace. I prep and ship them to Amazon for fulfillment. |StrtDt:03-01-21|TotHrs/mon:15|TrdHrs/mon:0|OBA-59641|OrgNmn:Dee's RE Touch|Org Addr:Lehi,Utah,US|OBA Nature:Property Management/ Maintenan|Invst Rel:Y|Title:Owner/Operator|Duties:I manage a rental properties, collect rent, fix anything broken. I also occasionally will accept an outside project. Usually it is house/cabin|StrtDt:08-01-16|TotHrs/mon:10|TrdHrs/mon:0|OBA-68763|OrgNmn:Sunny Dee Solar|Org Addr:Lehi,Utah,US|OBA Nature:Renewable Energy Consulting|Invst Rel:N|Title:Independent Contractor|Duties:Meet with and review energy consumption activities and provide solutions to homeowners trying to improve their carbon footprint. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-31
S63 Uniform Securities Agent State Law Examination 2021-08-17
  • S66 Uniform Combined State Law Examination
    2023-03-31
  • S63 Uniform Securities Agent State Law Examination
    2021-08-17
Other Names
  • David Earl Eldridge
  • Dee Eldridge
  • David Eldridge

View on SEC IAPD

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