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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

South Weber, 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 Llc Salt Lake City UT 09/2019 Present
International Rescue Committee Salt Lake City UT 11/2016 08/2019
Utah State University Extension Salt Lake City UT 04/2015 11/2016
Tutor Doctor Ogden UT 02/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 11/2016 → 08/2019
    International Rescue Committee
    Salt Lake City, UT
  • 04/2015 → 11/2016
    Utah State University Extension
    Salt Lake City, UT
  • 02/2016 → 04/2017
    Tutor Doctor
    Ogden, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-113228|OrgNmn:Grifols Plasma Donation|Org Addr:OGDEN,Utah,US|OBA Nature:Healthcare-Plasma Donation|Invst Rel:N|Title:Donor|Duties:Donate Plasma on the weekend or in the evening.|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
  • S66 Uniform Combined State Law Examination
    2019-12-23

View on SEC IAPD

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