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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

Saratoga Springs, 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
Fidelity Investments American Fork UT 08/2021 Present
Wells Fargo Bank N.A. Orem UT 05/2020 08/2021
Wells Fargo Bank N.A. Provo UT 07/2019 05/2020
Wells Fargo Bank N.A. Lindon UT 08/2018 07/2019
Wells Fargo Bank N.A. Draper UT 08/2016 08/2018
Utah Valley University Orem UT 08/2018 08/2021
Salt Lake Community College Taylorsville UT 06/2015 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 05/2020 → 08/2021
    Wells Fargo Bank N.A.
    Orem, UT
  • 07/2019 → 05/2020
    Wells Fargo Bank N.A.
    Provo, UT
  • 08/2018 → 07/2019
    Wells Fargo Bank N.A.
    Lindon, UT
  • 08/2016 → 08/2018
    Wells Fargo Bank N.A.
    Draper, UT
  • 08/2018 → 08/2021
    Utah Valley University
    Orem, UT
  • 06/2015 → 08/2018
    Salt Lake Community College
    Taylorsville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
S63 Uniform Securities Agent State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2023-01-20
  • S63 Uniform Securities Agent State Law Examination
    2022-06-03

View on SEC IAPD

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