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Sidney Leilani Tafoya

Strategic Advisers LLC

Salt Lake 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

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
Revere Health Provo UT 06/2016 03/2017
Verscend Technologies Draper UT 07/2016 07/2018
Danville Services Lehi UT 08/2018 11/2018
Utah State Developmental Center American Fork UT 11/2018 09/2020
Autism Solutions Draper UT 09/2020 01/2021
Sunrun Inc Denver CO 01/2021 06/2021
Fidelity Investments Salt Lake City UT 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 03/2017
    Revere Health
    Provo, UT
  • 07/2016 → 07/2018
    Verscend Technologies
    Draper, UT
  • 08/2018 → 11/2018
    Danville Services
    Lehi, UT
  • 11/2018 → 09/2020
    Utah State Developmental Center
    American Fork, UT
  • 09/2020 → 01/2021
    Autism Solutions
    Draper, UT
  • 01/2021 → 06/2021
    Sunrun Inc
    Denver, CO
  • 07/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-09
S63 Uniform Securities Agent State Law Examination 2022-02-22
  • S66 Uniform Combined State Law Examination
    2023-08-09
  • S63 Uniform Securities Agent State Law Examination
    2022-02-22
Other Names
  • Sidney Leilani Lainhart
  • Sidney Lainhart

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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