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Lorenzo Dudley

Strategic Advisers LLC

West Valley City, UT

Salt Lake City, 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

West Valley City, 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
The Church Of Jesus Christ Of Latter Day Saints Kumasi 02/2016 07/2018
Clearlink Orem UT 07/2018 08/2019
Disruptive Advertising Lindon UT 08/2019 08/2020
Mountain States Property Management Draper UT 09/2020 05/2021
Fidelity Investments American Fork UT 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 07/2018
    The Church Of Jesus Christ Of Latter Day Saints
    Kumasi
  • 07/2018 → 08/2019
    Clearlink
    Orem, UT
  • 08/2019 → 08/2020
    Disruptive Advertising
    Lindon, UT
  • 09/2020 → 05/2021
    Mountain States Property Management
    Draper, UT
  • 05/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-114818|OrgNmn:Uber|Org Addr:West Valle,Utah,US|OBA Nature:Driver|Invst Rel:N|Title:Driver|Duties:Driving|StrtDt:11-16-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-01
  • S66 Uniform Combined State Law Examination
    2021-10-01
Other Names
  • Lorenzo Leo Dudley
  • Lorenzo Dudley

View on SEC IAPD

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