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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

Herriman, 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
Kravata Co. Midvale UT 02/2018 12/2018
Select Portfolio Servicing West Valley UT 10/2016 12/2018
Perigee Consulting West Jordan UT 09/2016 10/2016
Fidelity Brokerage Services, Llc Salt Lake City UT 12/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 12/2018
    Kravata Co.
    Midvale, UT
  • 10/2016 → 12/2018
    Select Portfolio Servicing
    West Valley, UT
  • 09/2016 → 10/2016
    Perigee Consulting
    West Jordan, UT
  • 12/2018 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-107159|OrgNmn:Tangled Up in the Magic|Org Addr:Herriman,Utah,US|OBA Nature:It's a social media account th|Invst Rel:N|Title:Content creator alongside my wife|Duties:I will help my wife create social media content for the page|StrtDt:02-26-24|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-10
S63 Uniform Securities Agent State Law Examination 2019-04-08
  • S66 Uniform Combined State Law Examination
    2021-09-10
  • S63 Uniform Securities Agent State Law Examination
    2019-04-08
Other Names
  • M. Seth Johnson
  • Michael Johnson

View on SEC IAPD

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