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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

Vineyard, 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
Fidelity Brokerage Services American Fork UT 02/2019 Present
Scorez Sports Bar Lehi UT 01/2019 02/2019
Crius Solar Lehi UT 09/2016 08/2018
Sunedison Orem UT 05/2015 09/2016
Unemployed Vineyard UT 08/2018 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → Present
    Fidelity Brokerage Services
    American Fork, UT
  • 01/2019 → 02/2019
    Scorez Sports Bar
    Lehi, UT
  • 09/2016 → 08/2018
    Crius Solar
    Lehi, UT
  • 05/2015 → 09/2016
    Sunedison
    Orem, UT
  • 08/2018 → 01/2019
    Unemployed
    Vineyard, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-89726|OrgNmn:Leatherheads Sports Bar|Org Addr:Draper,Utah,US|OBA Nature:Sports Bar|Invst Rel:N|Title:Poker Dealer|Duties:Show up, deal cards, smile and make sure patrons have a good time and spend money.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-14433|OrgNmn:Scorez Sports Bar|Org Addr:Lehi,Utah,US|OBA Nature:Making drinks, I deal cards fo|Invst Rel:N|Title:Poker dealer|Duties:I deal poker cards|StrtDt:01-11-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-14
S63 Uniform Securities Agent State Law Examination 2019-05-10
  • S66 Uniform Combined State Law Examination
    2023-04-14
  • S63 Uniform Securities Agent State Law Examination
    2019-05-10
Other Names
  • Alexander William Swink
  • Alexander Swink

View on SEC IAPD

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